401k Plan data: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA plan

PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 401k Plan overview

Plan Name	PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA
Plan identification number	003

PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RAYMOND E CLEARY, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: RAYMOND E CLEARY, DDS, PA

Employer identification number (EIN): 570809176

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 DAVID W SAGE CPA
003 2017-01-01 DAVID W SAGE CPA
003 2016-01-01 DAVID W SAGE CPA
003 2015-01-01 DAVID W SAGE CPA
003 2014-01-01 DAVID W SAGE CPA
003 2013-01-01 DAVID W SAGE CPA
003 2012-01-01 DAVID W SAGE CPA
003 2011-01-01 DAVID W SAGE CPA

Plan id#	Filing Submission Date	Name of Administrator
003	2018-01-01	DAVID W SAGE CPA
003	2017-01-01	DAVID W SAGE CPA
003	2016-01-01	DAVID W SAGE CPA
003	2015-01-01	DAVID W SAGE CPA
003	2014-01-01	DAVID W SAGE CPA
003	2013-01-01	DAVID W SAGE CPA
003	2012-01-01	DAVID W SAGE CPA
003	2011-01-01	DAVID W SAGE CPA

Financial Data on PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA

Measure	Date	Value
2018 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2018 401k financial data
Total income from all sources	2018-12-31	$111,548
Expenses. Total of all expenses incurred	2018-12-31	$586,931
Benefits paid (including direct rollovers)	2018-12-31	$586,931
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$475,383
Other income received	2018-12-31	$111,548
Net income (gross income less expenses)	2018-12-31	$-475,383
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$475,383
2017 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2017 401k financial data
Total income from all sources	2017-12-31	$-51,731
Expenses. Total of all expenses incurred	2017-12-31	$451,135
Benefits paid (including direct rollovers)	2017-12-31	$450,000
Total plan assets at end of year	2017-12-31	$475,383
Total plan assets at beginning of year	2017-12-31	$978,249
Other income received	2017-12-31	$-51,731
Net income (gross income less expenses)	2017-12-31	$-502,866
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$475,383
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$978,249
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$22,824
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,135
2016 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2016 401k financial data
Total income from all sources	2016-12-31	$89,550
Expenses. Total of all expenses incurred	2016-12-31	$1,836
Total plan assets at end of year	2016-12-31	$978,249
Total plan assets at beginning of year	2016-12-31	$890,535
Other income received	2016-12-31	$89,550
Net income (gross income less expenses)	2016-12-31	$87,714
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$978,249
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$890,535
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$40,100
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,836
2015 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2015 401k financial data
Total income from all sources	2015-12-31	$-36,571
Expenses. Total of all expenses incurred	2015-12-31	$4,139
Total plan assets at end of year	2015-12-31	$890,535
Total plan assets at beginning of year	2015-12-31	$931,245
Other income received	2015-12-31	$-36,571
Net income (gross income less expenses)	2015-12-31	$-40,710
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$890,535
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$931,245
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,139
2014 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2014 401k financial data
Total income from all sources	2014-12-31	$10,556
Total plan assets at end of year	2014-12-31	$931,245
Total plan assets at beginning of year	2014-12-31	$920,689
Other income received	2014-12-31	$10,556
Net income (gross income less expenses)	2014-12-31	$10,556
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$931,245
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$920,689
2013 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2013 401k financial data
Total income from all sources	2013-12-31	$1,617
Total plan assets at end of year	2013-12-31	$920,689
Total plan assets at beginning of year	2013-12-31	$919,072
Other income received	2013-12-31	$1,617
Net income (gross income less expenses)	2013-12-31	$1,617
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$920,689
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$919,072
2012 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2012 401k financial data
Total income from all sources	2012-12-31	$92
Total plan assets at end of year	2012-12-31	$919,072
Total plan assets at beginning of year	2012-12-31	$918,980
Other income received	2012-12-31	$92
Net income (gross income less expenses)	2012-12-31	$92
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$919,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$918,980
2011 : PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2011 401k financial data
Total income from all sources	2011-12-31	$-272,000
Total plan assets at end of year	2011-12-31	$918,980
Total plan assets at beginning of year	2011-12-31	$1,190,980
Other income received	2011-12-31	$-272,000
Net income (gross income less expenses)	2011-12-31	$-272,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$918,980
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,190,980

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA

2018: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 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: PROFIT SHARING PLAN & TRUST OF RAYMOND E CLEARY III DDS PA 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

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Company Name:	RAYMOND E CLEARY, DDS, PA
Employer identification number (EIN):	570809176
NAIC Classification:	621210
NAIC Description:	Offices of Dentists