401k Plan data: DALE A. SORENSON BASIC PROFIT SHARING PLAN plan

DALE A. SORENSON BASIC PROFIT SHARING PLAN 401k Plan overview

Plan Name	DALE A. SORENSON BASIC PROFIT SHARING PLAN
Plan identification number	002

DALE A. SORENSON BASIC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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

DR. DALE A. SORENSON has sponsored the creation of one or more 401k plans.

Company Name: DR. DALE A. SORENSON

Employer identification number (EIN): 351575735

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE A. SORENSON BASIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 DALE A. SORENSON, DDS
002 2016-01-01 DALE A. SORENSON, DDS
002 2015-01-01 DALE A. SORENSON, DDS
002 2014-01-01 DALE A. SORENSON, DDS
002 2013-01-01 DALE A. SORENSON, DDS
002 2012-01-01 DALE A. SORENSON, DDS
002 2011-01-01 DALE A. SORENSON, DDS
002 2010-01-01 DALE A. SORENSON, DDS
002 2009-01-01 DALE A. SORENSON, DDS DALE A. SORENSON, DDS 2010-10-12
002 2009-01-01 DALE A. SORENSON, DDS DALE A. SORENSON, DDS 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	DALE A. SORENSON, DDS
002	2016-01-01	DALE A. SORENSON, DDS
002	2015-01-01	DALE A. SORENSON, DDS
002	2014-01-01	DALE A. SORENSON, DDS
002	2013-01-01	DALE A. SORENSON, DDS
002	2012-01-01	DALE A. SORENSON, DDS
002	2011-01-01	DALE A. SORENSON, DDS
002	2010-01-01	DALE A. SORENSON, DDS
002	2009-01-01	DALE A. SORENSON, DDS	DALE A. SORENSON, DDS	2010-10-12
002	2009-01-01	DALE A. SORENSON, DDS	DALE A. SORENSON, DDS	2010-07-26

Plan Statistics for DALE A. SORENSON BASIC PROFIT SHARING PLAN

401k plan membership statisitcs for DALE A. SORENSON BASIC PROFIT SHARING PLAN

Measure Date Value
2017: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2017: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on DALE A. SORENSON BASIC PROFIT SHARING PLAN

Measure	Date	Value
2017 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$26,176
Expenses. Total of all expenses incurred	2017-12-31	$184,708
Benefits paid (including direct rollovers)	2017-12-31	$184,708
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$158,532
Other income received	2017-12-31	$26,176
Net income (gross income less expenses)	2017-12-31	$-158,532
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$158,532
2016 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$15,423
Total plan assets at end of year	2016-12-31	$158,532
Total plan assets at beginning of year	2016-12-31	$143,109
Other income received	2016-12-31	$15,423
Net income (gross income less expenses)	2016-12-31	$15,423
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$158,532
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$143,109
2015 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$8,795
Total plan assets at end of year	2015-12-31	$143,109
Total plan assets at beginning of year	2015-12-31	$134,314
Other income received	2015-12-31	$8,795
Net income (gross income less expenses)	2015-12-31	$8,795
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$143,109
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$134,314
2014 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$11,511
Total plan assets at end of year	2014-12-31	$134,314
Total plan assets at beginning of year	2014-12-31	$122,803
Other income received	2014-12-31	$11,511
Net income (gross income less expenses)	2014-12-31	$11,511
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$134,314
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$122,803
2013 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$26,851
Total plan assets at end of year	2013-12-31	$122,803
Total plan assets at beginning of year	2013-12-31	$95,952
Other income received	2013-12-31	$26,851
Net income (gross income less expenses)	2013-12-31	$26,851
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$122,803
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$95,952
2012 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$13,355
Total plan assets at end of year	2012-12-31	$95,952
Total plan assets at beginning of year	2012-12-31	$82,597
Other income received	2012-12-31	$13,355
Net income (gross income less expenses)	2012-12-31	$13,355
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$95,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$82,597
2011 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$2,898
Total plan assets at end of year	2011-12-31	$82,597
Total plan assets at beginning of year	2011-12-31	$79,699
Other income received	2011-12-31	$2,898
Net income (gross income less expenses)	2011-12-31	$2,898
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$82,597
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$79,699
2010 : DALE A. SORENSON BASIC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$10,369
Total plan assets at end of year	2010-12-31	$79,699
Total plan assets at beginning of year	2010-12-31	$69,330
Other income received	2010-12-31	$10,369
Net income (gross income less expenses)	2010-12-31	$10,369
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$79,699
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$69,330

Form 5500 Responses for DALE A. SORENSON BASIC PROFIT SHARING PLAN

2017: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DALE A. SORENSON BASIC PROFIT SHARING 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: DALE A. SORENSON BASIC PROFIT SHARING 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: DALE A. SORENSON BASIC 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: DALE A. SORENSON BASIC 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: DALE A. SORENSON BASIC 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
2010: DALE A. SORENSON BASIC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DALE A. SORENSON BASIC 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	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR. DALE A. SORENSON
Employer identification number (EIN):	351575735
NAIC Classification:	621210
NAIC Description:	Offices of Dentists