401k Plan data: ADVANCED CARE ENDODONTICS RETIREMENT PLAN plan

ADVANCED CARE ENDODONTICS RETIREMENT PLAN 401k Plan overview

Plan Name	ADVANCED CARE ENDODONTICS RETIREMENT PLAN
Plan identification number	001

ADVANCED CARE ENDODONTICS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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

DAVID J. HARRIS DDS MSD, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID J. HARRIS DDS MSD, INC.

Employer identification number (EIN): 263907039

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED CARE ENDODONTICS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID J. HARRIS, DDS MSD 2017-10-10
001 2015-01-01 DAVID J. HARRIS, DDS MSD
001 2014-01-01 DAVID J. HARRIS, DDS MSD
001 2013-01-01 DAVID J. HARRIS, DDS MSD
001 2012-01-01 DAVID J. HARRIS, DDS MSD
001 2011-01-01 DAVID J. HARRIS
001 2009-01-01 DAVID J. HARRIS
001 2009-01-01 DAVID J. HARRIS

Plan Statistics for ADVANCED CARE ENDODONTICS RETIREMENT PLAN

401k plan membership statisitcs for ADVANCED CARE ENDODONTICS RETIREMENT PLAN

Measure Date Value
2015: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
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: ADVANCED CARE ENDODONTICS RETIREMENT 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 6
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 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADVANCED CARE ENDODONTICS RETIREMENT 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 1
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: ADVANCED CARE ENDODONTICS RETIREMENT 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 6
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 1
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
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: ADVANCED CARE ENDODONTICS RETIREMENT 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	6
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	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADVANCED CARE ENDODONTICS RETIREMENT 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	1
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: ADVANCED CARE ENDODONTICS RETIREMENT 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	6
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	1
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADVANCED CARE ENDODONTICS RETIREMENT PLAN

Measure	Date	Value
2015 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$33,240
Expenses. Total of all expenses incurred	2015-12-31	$19,096
Benefits paid (including direct rollovers)	2015-12-31	$19,096
Total plan assets at end of year	2015-12-31	$737,210
Total plan assets at beginning of year	2015-12-31	$723,066
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$25,410
Other income received	2015-12-31	$3,457
Net income (gross income less expenses)	2015-12-31	$14,144
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$737,210
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$723,066
Total contributions received or receivable from employer(s)	2015-12-31	$4,373
2014 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$62,837
Expenses. Total of all expenses incurred	2014-12-31	$1,219
Benefits paid (including direct rollovers)	2014-12-31	$360
Total plan assets at end of year	2014-12-31	$723,066
Total plan assets at beginning of year	2014-12-31	$661,448
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$25,209
Other income received	2014-12-31	$25,666
Net income (gross income less expenses)	2014-12-31	$61,618
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$723,066
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$661,448
Total contributions received or receivable from employer(s)	2014-12-31	$11,962
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$859
2013 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$105,817
Expenses. Total of all expenses incurred	2013-12-31	$11,830
Benefits paid (including direct rollovers)	2013-12-31	$11,150
Total plan assets at end of year	2013-12-31	$661,448
Total plan assets at beginning of year	2013-12-31	$567,461
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$24,531
Contributions received from other sources (not participants or employers)	2013-12-31	$3
Other income received	2013-12-31	$69,035
Net income (gross income less expenses)	2013-12-31	$93,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$661,448
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$567,461
Total contributions received or receivable from employer(s)	2013-12-31	$12,248
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$680
2012 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$77,846
Expenses. Total of all expenses incurred	2012-12-31	$1,715
Benefits paid (including direct rollovers)	2012-12-31	$1,009
Total plan assets at end of year	2012-12-31	$567,461
Total plan assets at beginning of year	2012-12-31	$491,330
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$23,395
Expenses. Other expenses not covered elsewhere	2012-12-31	$706
Other income received	2012-12-31	$43,731
Net income (gross income less expenses)	2012-12-31	$76,131
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$567,461
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$491,330
Total contributions received or receivable from employer(s)	2012-12-31	$10,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,974
Expenses. Total of all expenses incurred	2011-12-31	$4,126
Benefits paid (including direct rollovers)	2011-12-31	$3,378
Total plan assets at end of year	2011-12-31	$491,330
Total plan assets at beginning of year	2011-12-31	$472,482
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$17,812
Other income received	2011-12-31	$-6,166
Net income (gross income less expenses)	2011-12-31	$18,848
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$491,330
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$472,482
Total contributions received or receivable from employer(s)	2011-12-31	$11,328
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$1
2010 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$51,955
Expenses. Total of all expenses incurred	2010-12-31	$4,385
Benefits paid (including direct rollovers)	2010-12-31	$3,670
Total plan assets at end of year	2010-12-31	$472,482
Total plan assets at beginning of year	2010-12-31	$424,912
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$11,700
Other income received	2010-12-31	$28,997
Net income (gross income less expenses)	2010-12-31	$47,570
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$472,482
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$424,912
Total contributions received or receivable from employer(s)	2010-12-31	$11,258
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ADVANCED CARE ENDODONTICS RETIREMENT PLAN

2015: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADVANCED CARE ENDODONTICS RETIREMENT 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: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADVANCED CARE ENDODONTICS RETIREMENT 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
2009: ADVANCED CARE ENDODONTICS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
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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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	DAVID J. HARRIS DDS MSD, INC.
Employer identification number (EIN):	263907039
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAVID J. HARRIS, DDS MSD	2017-10-10
001	2015-01-01	DAVID J. HARRIS, DDS MSD
001	2014-01-01	DAVID J. HARRIS, DDS MSD
001	2013-01-01	DAVID J. HARRIS, DDS MSD
001	2012-01-01	DAVID J. HARRIS, DDS MSD
001	2011-01-01	DAVID J. HARRIS
001	2009-01-01	DAVID J. HARRIS
001	2009-01-01	DAVID J. HARRIS