401k Plan data: THE TILLERY GROUP RETIREMENT PLAN & TRUST plan

THE TILLERY GROUP RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	THE TILLERY GROUP RETIREMENT PLAN & TRUST
Plan identification number	001

THE TILLERY GROUP 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TILLERY GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE TILLERY GROUP, P.A.

Employer identification number (EIN): 371453366

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about THE TILLERY GROUP, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2002-12-30

Company Identification Number: P02000135341

Legal Registered Office Address: 800 WEST MORSE BOULEVARD

WINTER PARK

32789

More information about THE TILLERY GROUP, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TILLERY GROUP RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2018-01-01 DON. E. TILLERY JR., D.M.D. 2021-06-16 DON E. TILLERY JR., D.M.D. 2021-06-16
001 2017-01-01
001 2016-01-01 DON E. TILLERY, JR., D.M.D.
001 2015-01-01 DON E. TILLERY, JR., D.M.D.
001 2014-01-01 DON E. TILLERY, JR., D.M.D.
001 2013-01-01 DON E. TILLERY, JR., D.M.D. DON E. TILLERY, JR., D.M.D. 2014-06-19
001 2012-01-01 DON E. TILLERY, JR., D.M.D.
001 2011-01-01 DON E. TILLERY, JR., D.M.D.
001 2010-01-01 DON E. TILLERY, JR., D.M.D.
001 2009-01-01 DON E. TILLERY JR.
001 2009-01-01 DON E. TILLERY, JR., D.M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2018-01-01	DON. E. TILLERY JR., D.M.D.	2021-06-16	DON E. TILLERY JR., D.M.D.	2021-06-16
001	2017-01-01
001	2016-01-01	DON E. TILLERY, JR., D.M.D.
001	2015-01-01	DON E. TILLERY, JR., D.M.D.
001	2014-01-01	DON E. TILLERY, JR., D.M.D.
001	2013-01-01	DON E. TILLERY, JR., D.M.D.		DON E. TILLERY, JR., D.M.D.	2014-06-19
001	2012-01-01	DON E. TILLERY, JR., D.M.D.
001	2011-01-01	DON E. TILLERY, JR., D.M.D.
001	2010-01-01	DON E. TILLERY, JR., D.M.D.
001	2009-01-01	DON E. TILLERY JR.
001	2009-01-01	DON E. TILLERY, JR., D.M.D.

Plan Statistics for THE TILLERY GROUP RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THE TILLERY GROUP RETIREMENT PLAN & TRUST

Measure Date Value
2018: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
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 12
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
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 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
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: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
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 3
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 4
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 4
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
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	12
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
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	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
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: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
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	3
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	4
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	4
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE TILLERY GROUP RETIREMENT PLAN & TRUST

Measure	Date	Value
2018 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-01-31	$25,795
Expenses. Total of all expenses incurred	2018-01-31	$1,618,998
Benefits paid (including direct rollovers)	2018-01-31	$1,617,798
Total plan assets at end of year	2018-01-31	$0
Total plan assets at beginning of year	2018-01-31	$1,593,203
Value of fidelity bond covering the plan	2018-01-31	$100,000
Expenses. Other expenses not covered elsewhere	2018-01-31	$1,200
Other income received	2018-01-31	$25,795
Net income (gross income less expenses)	2018-01-31	$-1,593,203
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$1,593,203
2017 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$245,238
Expenses. Total of all expenses incurred	2017-12-31	$96
Benefits paid (including direct rollovers)	2017-12-31	$72
Total plan assets at end of year	2017-12-31	$1,593,203
Total plan assets at beginning of year	2017-12-31	$1,348,061
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$41,054
Expenses. Other expenses not covered elsewhere	2017-12-31	$24
Other income received	2017-12-31	$146,817
Net income (gross income less expenses)	2017-12-31	$245,142
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,593,203
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,348,061
Assets. Value of participant loans	2017-12-31	$442
Total contributions received or receivable from employer(s)	2017-12-31	$57,367
2016 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$184,373
Expenses. Total of all expenses incurred	2016-12-31	$7,892
Benefits paid (including direct rollovers)	2016-12-31	$7,768
Total plan assets at end of year	2016-12-31	$1,348,061
Total plan assets at beginning of year	2016-12-31	$1,171,580
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$67,822
Expenses. Other expenses not covered elsewhere	2016-12-31	$124
Other income received	2016-12-31	$61,959
Net income (gross income less expenses)	2016-12-31	$176,481
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,348,061
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,171,580
Assets. Value of participant loans	2016-12-31	$731
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$453
Total contributions received or receivable from employer(s)	2016-12-31	$54,592
2015 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$447
Total income from all sources	2015-12-31	$81,054
Expenses. Total of all expenses incurred	2015-12-31	$747
Benefits paid (including direct rollovers)	2015-12-31	$623
Total plan assets at end of year	2015-12-31	$1,171,580
Total plan assets at beginning of year	2015-12-31	$1,091,720
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$68,171
Expenses. Other expenses not covered elsewhere	2015-12-31	$124
Other income received	2015-12-31	$-47,424
Net income (gross income less expenses)	2015-12-31	$80,307
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,171,580
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,091,273
Assets. Value of participant loans	2015-12-31	$1,196
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,277
Total contributions received or receivable from employer(s)	2015-12-31	$60,307
2014 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$447
Total income from all sources	2014-12-31	$129,010
Expenses. Total of all expenses incurred	2014-12-31	$10,877
Benefits paid (including direct rollovers)	2014-12-31	$555
Total plan assets at end of year	2014-12-31	$1,091,720
Total plan assets at beginning of year	2014-12-31	$973,140
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$51,334
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,322
Other income received	2014-12-31	$40,649
Net income (gross income less expenses)	2014-12-31	$118,133
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,091,273
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$973,140
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$36,807
Total contributions received or receivable from employer(s)	2014-12-31	$37,027
2013 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$179,815
Expenses. Total of all expenses incurred	2013-12-31	$14,371
Benefits paid (including direct rollovers)	2013-12-31	$9,407
Total plan assets at end of year	2013-12-31	$971,700
Total plan assets at beginning of year	2013-12-31	$806,256
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$32,633
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,964
Other income received	2013-12-31	$106,318
Net income (gross income less expenses)	2013-12-31	$165,444
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$971,700
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$806,256
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$47,020
Total contributions received or receivable from employer(s)	2013-12-31	$40,864
2012 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$150,938
Expenses. Total of all expenses incurred	2012-12-31	$23,919
Benefits paid (including direct rollovers)	2012-12-31	$16,085
Total plan assets at end of year	2012-12-31	$806,256
Total plan assets at beginning of year	2012-12-31	$679,237
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$31,427
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$79,174
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$127,019
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$806,256
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$679,237
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$46,017
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	2012-12-31	$3,253
Total contributions received or receivable from employer(s)	2012-12-31	$40,337
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,834
2011 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$76,975
Expenses. Total of all expenses incurred	2011-12-31	$41,033
Benefits paid (including direct rollovers)	2011-12-31	$34,443
Total plan assets at end of year	2011-12-31	$679,237
Total plan assets at beginning of year	2011-12-31	$643,295
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$31,290
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,136
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$35,942
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$679,237
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$643,295
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$45,412
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	2011-12-31	$5,700
Total contributions received or receivable from employer(s)	2011-12-31	$38,549
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,590
2010 : THE TILLERY GROUP RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$122,614
Expenses. Total of all expenses incurred	2010-12-31	$6,708
Benefits paid (including direct rollovers)	2010-12-31	$1,675
Total plan assets at end of year	2010-12-31	$643,295
Total plan assets at beginning of year	2010-12-31	$527,389
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$32,178
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$52,990
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$115,906
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$643,295
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$527,389
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$44,685
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	2010-12-31	$3,632
Total contributions received or receivable from employer(s)	2010-12-31	$37,446
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,033

Form 5500 Responses for THE TILLERY GROUP RETIREMENT PLAN & TRUST

2018: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE TILLERY GROUP 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE TILLERY GROUP 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE TILLERY GROUP 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE TILLERY GROUP 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE TILLERY GROUP 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE TILLERY GROUP 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: THE TILLERY GROUP 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
2010: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TILLERY GROUP RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	110524
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	110524
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	110524
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	110524
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	110524
Policy instance	1

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Company Name:	THE TILLERY GROUP, P.A.
Employer identification number (EIN):	371453366
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2002-12-30
Company Identification Number:	P02000135341
Legal Registered Office Address:	800 WEST MORSE BOULEVARD WINTER PARK 32789