401k Plan data: DATA BASED ADS 401K PS PLAN & TRUST plan

DATA BASED ADS 401K PS PLAN & TRUST 401k Plan overview

Plan Name	DATA BASED ADS 401K PS PLAN & TRUST
Plan identification number	001

DATA BASED ADS 401K PS 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
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DATA BASED ADS, INC. has sponsored the creation of one or more 401k plans.

Company Name: DATA BASED ADS, INC.

Employer identification number (EIN): 363510537

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA BASED ADS 401K PS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL SCOTTY 2024-04-05
001 2022-01-01 JOE MALONE 2023-07-14
001 2021-01-01 JOE MALONE 2022-07-19
001 2020-01-01 JOE MALONE 2021-07-22
001 2019-01-01 JOE MALONE 2020-07-21
001 2018-01-01 JOE MALONE 2019-07-02
001 2017-01-01 MICHAEL SCOTTY 2018-08-08 MICHAEL SCOTTY 2018-08-08
001 2016-01-01 JOE MALONE 2017-07-26
001 2015-01-01 MICHAEL SCOTTY 2016-07-26
001 2014-01-01 JOE MALONE MIKE SCOTTY 2015-07-09
001 2013-01-01 JOE MALONE
001 2012-01-01 JOE MALONE
001 2011-01-01 JOE MALONE 2012-10-08
001 2010-01-01 DATA BASED ADS INC 2011-10-03 DATA BASED ADS INC 2011-10-03
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL SCOTTY	2024-04-05
001	2022-01-01	JOE MALONE	2023-07-14
001	2021-01-01	JOE MALONE	2022-07-19
001	2020-01-01	JOE MALONE	2021-07-22
001	2019-01-01	JOE MALONE	2020-07-21
001	2018-01-01	JOE MALONE	2019-07-02
001	2017-01-01	MICHAEL SCOTTY	2018-08-08	MICHAEL SCOTTY	2018-08-08
001	2016-01-01	JOE MALONE	2017-07-26
001	2015-01-01	MICHAEL SCOTTY	2016-07-26
001	2014-01-01	JOE MALONE		MIKE SCOTTY	2015-07-09
001	2013-01-01	JOE MALONE
001	2012-01-01	JOE MALONE
001	2011-01-01	JOE MALONE	2012-10-08
001	2010-01-01	DATA BASED ADS INC	2011-10-03	DATA BASED ADS INC	2011-10-03
001	2007-01-01

Plan Statistics for DATA BASED ADS 401K PS PLAN & TRUST

401k plan membership statisitcs for DATA BASED ADS 401K PS PLAN & TRUST

Measure Date Value
2024: DATA BASED ADS 401K PS PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-05 15
Total number of particpants at end of year 2024-04-05 13
Number of Participants With Account Balances 2024-04-05 13
2014: DATA BASED ADS 401K PS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 9
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DATA BASED ADS 401K PS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 7
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DATA BASED ADS 401K PS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 6
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2024: DATA BASED ADS 401K PS PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-05	15
Total number of particpants at end of year	2024-04-05	13
Number of Participants With Account Balances	2024-04-05	13
2014: DATA BASED ADS 401K PS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	9
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DATA BASED ADS 401K PS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	7
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DATA BASED ADS 401K PS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	6
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DATA BASED ADS 401K PS PLAN & TRUST

Measure	Date	Value
2024 : DATA BASED ADS 401K PS PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-05	0
Total liabilities as of the end of the plan year	2024-04-05	0
Total liabilities as of the beginning of the plan year	2024-04-05	0
Total expenses incurred by plan in this plan year	2024-04-05	19854
Net assets as of the end of the plan year	2024-04-05	3084389
Total assets as of the beginning of the plan year	2024-04-05	2507961
Value of plan covered by a fidelity bond	2024-04-05	250796
Participant contributions to plan in this plan year	2024-04-05	74957
Other expenses paid from plan in this plan year	2024-04-05	0
Other contributions to plan in this plan year	2024-04-05	0
Other income to plan in this plan year	2024-04-05	503291
Plan net income in this plan year	2024-04-05	576428
Net assets as of the end of the plan year	2024-04-05	3084389
Net assets as of the beginning of the plan year	2024-04-05	2507961
Employer contributions to plan in this plan year	2024-04-05	18034
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-05	1529
2014 : DATA BASED ADS 401K PS PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$168,248
Expenses. Total of all expenses incurred	2014-12-31	$503,669
Benefits paid (including direct rollovers)	2014-12-31	$500,706
Total plan assets at end of year	2014-12-31	$1,591,684
Total plan assets at beginning of year	2014-12-31	$1,927,105
Total contributions received or receivable from participants	2014-12-31	$51,907
Expenses. Other expenses not covered elsewhere	2014-12-31	$98
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$116,341
Net income (gross income less expenses)	2014-12-31	$-335,421
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,591,684
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,927,105
Assets. Value of participant loans	2014-12-31	$29,450
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$2,865
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DATA BASED ADS 401K PS PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$9
Total income from all sources	2013-12-31	$395,133
Expenses. Total of all expenses incurred	2013-12-31	$687
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,927,105
Total plan assets at beginning of year	2013-12-31	$1,532,650
Total contributions received or receivable from participants	2013-12-31	$72,449
Expenses. Other expenses not covered elsewhere	2013-12-31	$48
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$322,684
Net income (gross income less expenses)	2013-12-31	$394,446
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,927,105
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,532,650
Assets. Value of participant loans	2013-12-31	$38,820
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$639
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DATA BASED ADS 401K PS PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$265,801
Expenses. Total of all expenses incurred	2012-12-31	$98,338
Benefits paid (including direct rollovers)	2012-12-31	$88,251
Total plan assets at end of year	2012-12-31	$1,532,650
Total plan assets at beginning of year	2012-12-31	$1,365,187
Total contributions received or receivable from participants	2012-12-31	$75,675
Expenses. Other expenses not covered elsewhere	2012-12-31	$30
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$190,126
Net income (gross income less expenses)	2012-12-31	$167,463
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,532,650
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,365,187
Assets. Value of participant loans	2012-12-31	$50,015
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$10,057

Form 5500 Responses for DATA BASED ADS 401K PS PLAN & TRUST

2014: DATA BASED ADS 401K PS 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DATA BASED ADS 401K PS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DATA BASED ADS 401K PS 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2007: DATA BASED ADS 401K PS PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-830647
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-830647
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-830647
Policy instance	1

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Company Name:	DATA BASED ADS, INC.
Employer identification number (EIN):	363510537
NAIC Classification:	621210
NAIC Description:	Offices of Dentists