401k Plan data: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN plan

DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN
Plan identification number	001

DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DAVID S. ROSS, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID S. ROSS, D.D.S., P.C.

Employer identification number (EIN): 520913698

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-04-01 KAREN CAMPITELLI 2017-09-18
001 2015-04-01 KAREN CAMPITELLI 2016-10-31
001 2014-04-01 DAVID S. ROSS, DDS DAVID S. ROSS, DDS 2016-01-13
001 2013-04-01 DAVID S. ROSS, DDS DAVID S. ROSS, DDS 2015-01-15
001 2012-04-01 DAVID S. ROSS, DDS DAVID S. ROSS, DDS 2014-01-15
001 2011-04-01 DAVID S. ROSS, DDS DAVID S. ROSS, DDS 2013-01-13
001 2009-04-01 DAVID S. ROSS, DDS DAVID S. ROSS, DDS 2011-01-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-04-01	KAREN CAMPITELLI	2017-09-18
001	2015-04-01	KAREN CAMPITELLI	2016-10-31
001	2014-04-01	DAVID S. ROSS, DDS		DAVID S. ROSS, DDS	2016-01-13
001	2013-04-01	DAVID S. ROSS, DDS		DAVID S. ROSS, DDS	2015-01-15
001	2012-04-01	DAVID S. ROSS, DDS		DAVID S. ROSS, DDS	2014-01-15
001	2011-04-01	DAVID S. ROSS, DDS		DAVID S. ROSS, DDS	2013-01-13
001	2009-04-01	DAVID S. ROSS, DDS		DAVID S. ROSS, DDS	2011-01-13

Plan Statistics for DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN

Measure Date Value
2014: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 13
Number of retired or separated participants receiving benefits 2014-04-01 1
Total of all active and inactive participants 2014-04-01 14
Total participants 2014-04-01 14
Number of participants with account balances 2014-04-01 13
2013: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 13
Number of retired or separated participants receiving benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 14
Total participants 2013-04-01 14
Number of participants with account balances 2013-04-01 13
2012: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 10
Number of retired or separated participants receiving benefits 2012-04-01 1
Total of all active and inactive participants 2012-04-01 11
Total participants 2012-04-01 11
Number of participants with account balances 2012-04-01 10
2011: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 9
Number of retired or separated participants receiving benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 10
Total participants 2011-04-01 10
Number of participants with account balances 2011-04-01 10
2009: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 8
Total of all active and inactive participants 2009-04-01 8
Total participants 2009-04-01 8
Number of participants with account balances 2009-04-01 8

Measure	Date	Value
2014: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	13
Number of retired or separated participants receiving benefits	2014-04-01	1
Total of all active and inactive participants	2014-04-01	14
Total participants	2014-04-01	14
Number of participants with account balances	2014-04-01	13
2013: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	13
Number of retired or separated participants receiving benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	14
Total participants	2013-04-01	14
Number of participants with account balances	2013-04-01	13
2012: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	10
Number of retired or separated participants receiving benefits	2012-04-01	1
Total of all active and inactive participants	2012-04-01	11
Total participants	2012-04-01	11
Number of participants with account balances	2012-04-01	10
2011: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	9
Number of retired or separated participants receiving benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	10
Total participants	2011-04-01	10
Number of participants with account balances	2011-04-01	10
2009: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	8
Total of all active and inactive participants	2009-04-01	8
Total participants	2009-04-01	8
Number of participants with account balances	2009-04-01	8

Financial Data on DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN

Measure	Date	Value
2015 : DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$225,109
Expenses. Total of all expenses incurred	2015-03-31	$13,431
Total plan assets at end of year	2015-03-31	$2,275,375
Total plan assets at beginning of year	2015-03-31	$2,063,697
Total contributions received or receivable from participants	2015-03-31	$80,900
Other income received	2015-03-31	$92,699
Net income (gross income less expenses)	2015-03-31	$211,678
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$2,275,375
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$2,063,697
Total contributions received or receivable from employer(s)	2015-03-31	$51,510
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$13,431
2014 : DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$362,580
Expenses. Total of all expenses incurred	2014-03-31	$13,836
Total plan assets at end of year	2014-03-31	$2,063,697
Total plan assets at beginning of year	2014-03-31	$1,714,953
Value of fidelity bond covering the plan	2014-03-31	$50,000
Total contributions received or receivable from participants	2014-03-31	$76,800
Other income received	2014-03-31	$235,846
Net income (gross income less expenses)	2014-03-31	$348,744
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$2,063,697
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$1,714,953
Total contributions received or receivable from employer(s)	2014-03-31	$49,934
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$13,836
2013 : DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$260,231
Expenses. Total of all expenses incurred	2013-03-31	$10,769
Total plan assets at end of year	2013-03-31	$1,714,953
Total plan assets at beginning of year	2013-03-31	$1,465,491
Total contributions received or receivable from participants	2013-03-31	$72,000
Other income received	2013-03-31	$139,636
Net income (gross income less expenses)	2013-03-31	$249,462
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$1,714,953
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$1,465,491
Total contributions received or receivable from employer(s)	2013-03-31	$48,595
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$10,769
2012 : DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$157,335
Expenses. Total of all expenses incurred	2012-03-31	$9,527
Total plan assets at end of year	2012-03-31	$1,465,491
Total plan assets at beginning of year	2012-03-31	$1,317,683
Total contributions received or receivable from participants	2012-03-31	$72,075
Other income received	2012-03-31	$40,686
Net income (gross income less expenses)	2012-03-31	$147,808
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$1,465,491
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$1,317,683
Total contributions received or receivable from employer(s)	2012-03-31	$44,574
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$9,527
2011 : DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$268,898
Expenses. Total of all expenses incurred	2011-03-31	$7,464
Total plan assets at end of year	2011-03-31	$1,317,683
Total plan assets at beginning of year	2011-03-31	$1,056,249
Total contributions received or receivable from participants	2011-03-31	$69,300
Other income received	2011-03-31	$156,706
Net income (gross income less expenses)	2011-03-31	$261,434
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$1,317,683
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$1,056,249
Total contributions received or receivable from employer(s)	2011-03-31	$42,892
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$7,464

Form 5500 Responses for DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN

2014: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: DAVID S. ROSS, DDS, PC 401(K) RG PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	This submission is the final filing	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID S. ROSS, D.D.S., P.C.
Employer identification number (EIN):	520913698
NAIC Classification:	621210
NAIC Description:	Offices of Dentists