401k Plan data: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST plan

DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST
Plan identification number	001

DENTAL ARTS CLINIC 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

ADAIR & ADAMS DENTAL PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: ADAIR & ADAMS DENTAL PARTNERSHIP

Employer identification number (EIN): 455523622

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBERT E. ADAIR, D.D.S.
001 2015-01-01 ROBERT E. ADAIR, D.D.S.
001 2014-01-01 ROBERT E. ADAIR, D.D.S.
001 2013-01-01 ROBERT E. ADAIR, D.D.S.
001 2012-01-01 ROBERT E. ADAIR, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	ROBERT E. ADAIR, D.D.S.
001	2015-01-01	ROBERT E. ADAIR, D.D.S.
001	2014-01-01	ROBERT E. ADAIR, D.D.S.
001	2013-01-01	ROBERT E. ADAIR, D.D.S.
001	2012-01-01	ROBERT E. ADAIR, D.D.S.

Plan Statistics for DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST

Measure Date Value
2016: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 1
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
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 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
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
2016: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	1
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
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	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
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 DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST

Measure	Date	Value
2016 : DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
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	$288,315
Expenses. Total of all expenses incurred	2016-12-31	$58,536
Benefits paid (including direct rollovers)	2016-12-31	$42,441
Total plan assets at end of year	2016-12-31	$2,007,088
Total plan assets at beginning of year	2016-12-31	$1,777,309
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$76,521
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$144,226
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$229,779
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,007,088
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,777,309
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$847
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	2016-12-31	$6,000
Total contributions received or receivable from employer(s)	2016-12-31	$67,568
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,095
2015 : DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$87,075
Expenses. Total of all expenses incurred	2015-12-31	$119,048
Benefits paid (including direct rollovers)	2015-12-31	$100,609
Total plan assets at end of year	2015-12-31	$1,777,309
Total plan assets at beginning of year	2015-12-31	$1,809,282
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$98,764
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$-89,418
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-31,973
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,777,309
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,809,282
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$19,235
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	2015-12-31	$13,292
Total contributions received or receivable from employer(s)	2015-12-31	$77,729
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,439
2014 : DENTAL ARTS CLINIC 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	$230,389
Expenses. Total of all expenses incurred	2014-12-31	$25,255
Benefits paid (including direct rollovers)	2014-12-31	$9,324
Total plan assets at end of year	2014-12-31	$1,809,282
Total plan assets at beginning of year	2014-12-31	$1,604,148
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$92,144
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$12,647
Other income received	2014-12-31	$47,960
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$205,134
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,809,282
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,604,148
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$68,888
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	$8,012
Total contributions received or receivable from employer(s)	2014-12-31	$77,638
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	$15,931
2013 : DENTAL ARTS CLINIC 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	$1,393
Total income from all sources	2013-12-31	$311,903
Expenses. Total of all expenses incurred	2013-12-31	$13,123
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,598,787
Total plan assets at beginning of year	2013-12-31	$1,301,400
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$83,895
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$155,201
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$298,780
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,598,787
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,300,007
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$83,773
Total contributions received or receivable from employer(s)	2013-12-31	$72,807
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,123
2012 : DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,393
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$259,776
Expenses. Total of all expenses incurred	2012-12-31	$10,334
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,301,400
Total plan assets at beginning of year	2012-12-31	$1,050,565
Value of fidelity bond covering the plan	2012-12-31	$131,000
Total contributions received or receivable from participants	2012-12-31	$84,693
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	$112,491
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$249,442
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,300,007
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,050,565
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$86,124
Total contributions received or receivable from employer(s)	2012-12-31	$62,592
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	$10,334

Form 5500 Responses for DENTAL ARTS CLINIC RETIREMENT PLAN & TRUST

2016: DENTAL ARTS CLINIC 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: DENTAL ARTS CLINIC 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: DENTAL ARTS CLINIC 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: DENTAL ARTS CLINIC 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: DENTAL ARTS CLINIC 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

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Company Name:	ADAIR & ADAMS DENTAL PARTNERSHIP
Employer identification number (EIN):	455523622
NAIC Classification:	621210
NAIC Description:	Offices of Dentists