WEST SHORE ORTHODONTICS, PLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2013: WEST SHORE ORTHODONTICS, PLC 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: WEST SHORE ORTHODONTICS, PLC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 8 |
| 2011: WEST SHORE ORTHODONTICS, PLC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| 2009: WEST SHORE ORTHODONTICS, PLC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2013 : WEST SHORE ORTHODONTICS, PLC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $376,069 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,608,408 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,589,246 |
| Total plan assets at end of year | 2013-12-31 | $0 |
| Total plan assets at beginning of year | 2013-12-31 | $2,232,339 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750 |
| Other income received | 2013-12-31 | $376,069 |
| Net income (gross income less expenses) | 2013-12-31 | $-2,232,339 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,232,339 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $19,162 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WEST SHORE ORTHODONTICS, PLC 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $317,994 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $283,042 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $263,925 |
| Total plan assets at end of year | 2012-12-31 | $2,232,339 |
| Total plan assets at beginning of year | 2012-12-31 | $2,197,387 |
| Value of fidelity bond covering the plan | 2012-12-31 | $750 |
| Total contributions received or receivable from participants | 2012-12-31 | $45,871 |
| Other income received | 2012-12-31 | $262,749 |
| Net income (gross income less expenses) | 2012-12-31 | $34,952 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,232,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,197,387 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $76,640 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $9,374 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,117 |
| 2011 : WEST SHORE ORTHODONTICS, PLC 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $151,964 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $242,268 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $100,000 |
| Total plan assets at end of year | 2011-12-31 | $2,197,387 |
| Total plan assets at beginning of year | 2011-12-31 | $2,287,693 |
| Value of fidelity bond covering the plan | 2011-12-31 | $750 |
| Total contributions received or receivable from participants | 2011-12-31 | $49,850 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $120,226 |
| Other income received | 2011-12-31 | $60,571 |
| Net income (gross income less expenses) | 2011-12-31 | $-90,304 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,197,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,287,693 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,543 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,042 |
| 2010 : WEST SHORE ORTHODONTICS, PLC 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $315,946 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $457,058 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $434,233 |
| Total plan assets at end of year | 2010-12-31 | $2,287,693 |
| Total plan assets at beginning of year | 2010-12-31 | $2,428,805 |
| Value of fidelity bond covering the plan | 2010-12-31 | $750 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,850 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,296 |
| Other income received | 2010-12-31 | $224,911 |
| Net income (gross income less expenses) | 2010-12-31 | $-141,112 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,287,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,428,805 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $41,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,529 |
| 2013: WEST SHORE ORTHODONTICS, PLC 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 | Yes |
| 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: WEST SHORE ORTHODONTICS, PLC 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: WEST SHORE ORTHODONTICS, PLC 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WEST SHORE ORTHODONTICS, PLC 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
