401k Plan data: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST plan

JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number	001

JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 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
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

JAMES F. FONDRIEST, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES F. FONDRIEST, D.D.S., P.C.

Employer identification number (EIN): 363331814

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES F FONDRIEST 2023-02-06 JAMES F FONDRIEST 2023-02-06
001 2021-01-01 JAMES F. FONDRIEST, D.D.S. 2022-07-19
001 2020-01-01 JAMES F. FONDRIEST, D.D.S. 2021-06-17
001 2019-01-01 JAMES F. FONDRIEST, D.D.S. 2020-08-13
001 2018-01-01 JAMES F. FONDRIEST, D.D.S. 2019-07-22
001 2017-01-01 JAMES F. FONDRIEST, D.D.S.
001 2016-01-01 JAMES F. FONDRIEST, D.D.S.
001 2015-01-01 JAMES F. FONDRIEST, D.D.S.
001 2014-01-01 JAMES F. FONDRIEST, D.D.S.
001 2013-01-01 JAMES F. FONDRIEST, D.D.S.
001 2012-01-01 JAMES F. FONDRIEST, D.D.S.
001 2011-01-01 JAMES F. FONDRIEST, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES F FONDRIEST	2023-02-06	JAMES F FONDRIEST	2023-02-06
001	2021-01-01	JAMES F. FONDRIEST, D.D.S.	2022-07-19
001	2020-01-01	JAMES F. FONDRIEST, D.D.S.	2021-06-17
001	2019-01-01	JAMES F. FONDRIEST, D.D.S.	2020-08-13
001	2018-01-01	JAMES F. FONDRIEST, D.D.S.	2019-07-22
001	2017-01-01	JAMES F. FONDRIEST, D.D.S.
001	2016-01-01	JAMES F. FONDRIEST, D.D.S.
001	2015-01-01	JAMES F. FONDRIEST, D.D.S.
001	2014-01-01	JAMES F. FONDRIEST, D.D.S.
001	2013-01-01	JAMES F. FONDRIEST, D.D.S.
001	2012-01-01	JAMES F. FONDRIEST, D.D.S.
001	2011-01-01	JAMES F. FONDRIEST, D.D.S.

Plan Statistics for JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2017: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 5
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
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 4
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
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 3
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
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 2
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 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 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 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 4
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 2
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 2

Measure	Date	Value
2017: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	5
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
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	4
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
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	3
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
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	2
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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 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	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 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	4
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	2
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	2

Financial Data on JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$540
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$247,078
Expenses. Total of all expenses incurred	2017-12-31	$37,052
Benefits paid (including direct rollovers)	2017-12-31	$29,195
Total plan assets at end of year	2017-12-31	$1,043,763
Total plan assets at beginning of year	2017-12-31	$833,197
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$29,511
Other income received	2017-12-31	$175,479
Net income (gross income less expenses)	2017-12-31	$210,026
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,043,223
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$833,197
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$42,088
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$100,792
Expenses. Total of all expenses incurred	2016-12-31	$6,595
Benefits paid (including direct rollovers)	2016-12-31	$169
Total plan assets at end of year	2016-12-31	$833,197
Total plan assets at beginning of year	2016-12-31	$739,000
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$31,648
Other income received	2016-12-31	$25,059
Net income (gross income less expenses)	2016-12-31	$94,197
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$833,197
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$739,000
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$152
Total contributions received or receivable from employer(s)	2016-12-31	$44,085
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$65,517
Expenses. Total of all expenses incurred	2015-12-31	$6,176
Total plan assets at end of year	2015-12-31	$739,000
Total plan assets at beginning of year	2015-12-31	$679,659
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$34,497
Other income received	2015-12-31	$-8,939
Net income (gross income less expenses)	2015-12-31	$59,341
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$739,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$679,659
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,452
Total contributions received or receivable from employer(s)	2015-12-31	$39,959
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$95,671
Expenses. Total of all expenses incurred	2014-12-31	$109,177
Benefits paid (including direct rollovers)	2014-12-31	$103,085
Total plan assets at end of year	2014-12-31	$679,659
Total plan assets at beginning of year	2014-12-31	$693,165
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$34,580
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$13,736
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-13,506
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$679,659
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$693,165
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$12,362
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$8,554
Total contributions received or receivable from employer(s)	2014-12-31	$47,355
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$165,038
Expenses. Total of all expenses incurred	2013-12-31	$5,635
Total plan assets at end of year	2013-12-31	$693,165
Total plan assets at beginning of year	2013-12-31	$533,762
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$32,982
Other income received	2013-12-31	$85,895
Net income (gross income less expenses)	2013-12-31	$159,403
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$693,165
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$533,762
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$15,033
Total contributions received or receivable from employer(s)	2013-12-31	$46,161
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,635
2012 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$112,604
Expenses. Total of all expenses incurred	2012-12-31	$4,410
Total plan assets at end of year	2012-12-31	$533,762
Total plan assets at beginning of year	2012-12-31	$425,568
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$22,000
Other income received	2012-12-31	$49,756
Net income (gross income less expenses)	2012-12-31	$108,194
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$533,762
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$425,568
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$15,455
Total contributions received or receivable from employer(s)	2012-12-31	$40,848
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,410
2011 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$65,106
Expenses. Total of all expenses incurred	2011-12-31	$3,671
Total plan assets at end of year	2011-12-31	$425,568
Total plan assets at beginning of year	2011-12-31	$364,133
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$1,897
Net income (gross income less expenses)	2011-12-31	$61,435
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$425,568
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$364,133
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$15,252
Total contributions received or receivable from employer(s)	2011-12-31	$41,209
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,671
2010 : JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
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	$194,605
Expenses. Total of all expenses incurred	2010-12-31	$2,655
Total plan assets at end of year	2010-12-31	$364,133
Total plan assets at beginning of year	2010-12-31	$172,183
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$21,083
Contributions received from other sources (not participants or employers)	2010-12-31	$95,621
Other income received	2010-12-31	$34,984
Net income (gross income less expenses)	2010-12-31	$191,950
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$364,133
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$172,183
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$15,008
Total contributions received or receivable from employer(s)	2010-12-31	$42,917
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,655

Form 5500 Responses for JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT PLAN & TRUST

2017: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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: JAMES F. FONDRIEST, D.D.S., P.C. RETIREMENT 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

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Company Name:	JAMES F. FONDRIEST, D.D.S., P.C.
Employer identification number (EIN):	363331814
NAIC Classification:	621210
NAIC Description:	Offices of Dentists