401k Plan data: JOHN F. LEARNER DDS PROFIT SHARING PLAN plan

JOHN F. LEARNER DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F. LEARNER DDS PROFIT SHARING PLAN
Plan identification number	001

JOHN F. LEARNER DDS PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN F. LEARNER D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. LEARNER D.D.S.

Employer identification number (EIN): 341686688

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. LEARNER DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JOHN LEARNER 2020-04-22 JOHN LEARNER 2020-04-22
001 2017-01-01 JOHN LEARNER 2019-12-13 JOHN LEARNER 2019-12-13
001 2016-01-01 JOHN F LEARNER 2017-05-30 JOHN F LEARNER 2017-05-30
001 2015-01-01 JOHN F LEARNER 2016-05-17 JOHN F LEARNER 2016-05-17
001 2014-01-01 JOHN F. LEARNER
001 2014-01-01 JOHN F. LEARNER
001 2013-01-01 JOHN F. LEARNER
001 2012-01-01 JOHN F. LEARNER
001 2011-01-01 JOHN F. LEARNER
001 2009-01-01 JOHN F. LEARNER JOHN F. LEARNER 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JOHN LEARNER	2020-04-22	JOHN LEARNER	2020-04-22
001	2017-01-01	JOHN LEARNER	2019-12-13	JOHN LEARNER	2019-12-13
001	2016-01-01	JOHN F LEARNER	2017-05-30	JOHN F LEARNER	2017-05-30
001	2015-01-01	JOHN F LEARNER	2016-05-17	JOHN F LEARNER	2016-05-17
001	2014-01-01	JOHN F. LEARNER
001	2014-01-01	JOHN F. LEARNER
001	2013-01-01	JOHN F. LEARNER
001	2012-01-01	JOHN F. LEARNER
001	2011-01-01	JOHN F. LEARNER
001	2009-01-01	JOHN F. LEARNER		JOHN F. LEARNER	2010-07-22

Plan Statistics for JOHN F. LEARNER DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. LEARNER DDS PROFIT SHARING PLAN

Measure Date Value
2014: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
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 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN F. LEARNER DDS PROFIT SHARING 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
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: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2014: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
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	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN F. LEARNER DDS PROFIT SHARING 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
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: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on JOHN F. LEARNER DDS PROFIT SHARING PLAN

Measure	Date	Value
2014 : JOHN F. LEARNER DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$97,977
Expenses. Total of all expenses incurred	2014-12-31	$13,025
Total plan assets at end of year	2014-12-31	$1,483,790
Total plan assets at beginning of year	2014-12-31	$1,398,838
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$31,705
Net income (gross income less expenses)	2014-12-31	$84,952
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,483,790
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,398,838
Total contributions received or receivable from employer(s)	2014-12-31	$66,272
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,025
2013 : JOHN F. LEARNER DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$235,501
Expenses. Total of all expenses incurred	2013-12-31	$25,700
Total plan assets at end of year	2013-12-31	$1,398,838
Total plan assets at beginning of year	2013-12-31	$1,189,037
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$161,024
Net income (gross income less expenses)	2013-12-31	$209,801
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,398,838
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,189,037
Total contributions received or receivable from employer(s)	2013-12-31	$74,477
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25,700
2012 : JOHN F. LEARNER DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$202,742
Expenses. Total of all expenses incurred	2012-12-31	$22,482
Total plan assets at end of year	2012-12-31	$1,189,037
Total plan assets at beginning of year	2012-12-31	$1,008,777
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$128,312
Net income (gross income less expenses)	2012-12-31	$180,260
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,189,037
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,008,777
Total contributions received or receivable from employer(s)	2012-12-31	$74,430
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$22,482
2011 : JOHN F. LEARNER DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,557
Expenses. Total of all expenses incurred	2011-12-31	$20,905
Total plan assets at end of year	2011-12-31	$1,008,777
Total plan assets at beginning of year	2011-12-31	$996,125
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-32,229
Net income (gross income less expenses)	2011-12-31	$12,652
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,008,777
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$996,125
Total contributions received or receivable from employer(s)	2011-12-31	$65,786
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20,905
2010 : JOHN F. LEARNER DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$192,328
Expenses. Total of all expenses incurred	2010-12-31	$13,833
Total plan assets at end of year	2010-12-31	$996,125
Total plan assets at beginning of year	2010-12-31	$817,630
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$118,754
Net income (gross income less expenses)	2010-12-31	$178,495
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$996,125
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$817,630
Total contributions received or receivable from employer(s)	2010-12-31	$73,574
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,833

Form 5500 Responses for JOHN F. LEARNER DDS PROFIT SHARING PLAN

2014: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN F. LEARNER DDS PROFIT SHARING 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: JOHN F. LEARNER DDS PROFIT SHARING 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: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN F. LEARNER DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN F. LEARNER D.D.S.
Employer identification number (EIN):	341686688
NAIC Classification:	621210
NAIC Description:	Offices of Dentists