401k Plan data: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST plan

RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number	002

RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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
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

RICHARD M. GARLITZ, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD M. GARLITZ, D.D.S., P.A.

Employer identification number (EIN): 561141998

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01 RICHARD GARLITZ, PRESIDENT
002 2013-01-01 RICHARD GARLITZ, PRESIDENT
002 2012-01-01 RICHARD GARLITZ, PRESIDENT
002 2011-01-01 RICHARD GARLITZ, PRESIDENT
002 2010-01-01 RICHARD GARLITZ, PRESIDENT
002 2009-01-01 RICHARD GARLITZ, PRESIDENT RICHARD M. GARLITZ, PRESIDENT 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01	RICHARD GARLITZ, PRESIDENT
002	2013-01-01	RICHARD GARLITZ, PRESIDENT
002	2012-01-01	RICHARD GARLITZ, PRESIDENT
002	2011-01-01	RICHARD GARLITZ, PRESIDENT
002	2010-01-01	RICHARD GARLITZ, PRESIDENT
002	2009-01-01	RICHARD GARLITZ, PRESIDENT	RICHARD M. GARLITZ, PRESIDENT	2010-07-09

Financial Data on RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$-200,347
Expenses. Total of all expenses incurred	2016-06-30	$7,910,187
Benefits paid (including direct rollovers)	2016-06-30	$7,910,187
Total plan assets at end of year	2016-06-30	$0
Total plan assets at beginning of year	2016-06-30	$8,110,534
Value of fidelity bond covering the plan	2016-06-30	$500,000
Total contributions received or receivable from participants	2016-06-30	$0
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$-200,347
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-8,110,534
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$8,110,534
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
2015 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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	$-211,918
Expenses. Total of all expenses incurred	2015-12-31	$410,823
Benefits paid (including direct rollovers)	2015-12-31	$356,311
Total plan assets at end of year	2015-12-31	$8,110,534
Total plan assets at beginning of year	2015-12-31	$8,733,275
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-211,918
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-622,741
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,110,534
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,733,275
Total contributions received or receivable from employer(s)	2015-12-31	$0
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	$54,512
2014 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$245,418
Expenses. Total of all expenses incurred	2014-12-31	$435,259
Benefits paid (including direct rollovers)	2014-12-31	$418,350
Total plan assets at end of year	2014-12-31	$8,733,275
Total plan assets at beginning of year	2014-12-31	$8,923,116
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$180,831
Net income (gross income less expenses)	2014-12-31	$-189,841
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,733,275
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,923,116
Total contributions received or receivable from employer(s)	2014-12-31	$64,587
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,909
2013 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,592,323
Expenses. Total of all expenses incurred	2013-12-31	$296,178
Benefits paid (including direct rollovers)	2013-12-31	$281,466
Total plan assets at end of year	2013-12-31	$8,923,116
Total plan assets at beginning of year	2013-12-31	$7,626,971
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,530,247
Net income (gross income less expenses)	2013-12-31	$1,296,145
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,923,116
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,626,971
Total contributions received or receivable from employer(s)	2013-12-31	$62,076
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,712
2012 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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	$813,845
Expenses. Total of all expenses incurred	2012-12-31	$259,256
Benefits paid (including direct rollovers)	2012-12-31	$252,607
Total plan assets at end of year	2012-12-31	$7,626,971
Total plan assets at beginning of year	2012-12-31	$7,072,382
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
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	$813,845
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$554,589
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,626,971
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,072,382
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	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,649
2011 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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	$379,628
Expenses. Total of all expenses incurred	2011-12-31	$252,523
Benefits paid (including direct rollovers)	2011-12-31	$246,705
Total plan assets at end of year	2011-12-31	$7,072,382
Total plan assets at beginning of year	2011-12-31	$6,945,277
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
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	$329,524
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$127,105
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,072,382
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,945,277
Total contributions received or receivable from employer(s)	2011-12-31	$50,104
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	$5,818
2010 : RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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	$862,569
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$6,945,277
Total plan assets at beginning of year	2010-12-31	$6,082,708
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
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	$820,095
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$862,569
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,945,277
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,082,708
Total contributions received or receivable from employer(s)	2010-12-31	$42,474
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	$0

Form 5500 Responses for RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2016: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: RICHARD M. GARLITZ, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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

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Company Name:	RICHARD M. GARLITZ, D.D.S., P.A.
Employer identification number (EIN):	561141998
NAIC Classification:	621210
NAIC Description:	Offices of Dentists