401k Plan data: E TERRY SMITH JR. DMD PROFIT SHARING PLAN plan

E TERRY SMITH JR. DMD PROFIT SHARING PLAN 401k Plan overview

Plan Name	E TERRY SMITH JR. DMD PROFIT SHARING PLAN
Plan identification number	001

E TERRY SMITH JR. DMD PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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

MARION FAMILY DENTISTRY PA has sponsored the creation of one or more 401k plans.

Company Name: MARION FAMILY DENTISTRY PA

Employer identification number (EIN): 570914512

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E TERRY SMITH JR. DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01 2015-06-23
001 2014-01-01 RICHARD FLOYD RICHARD FLOYD 2015-06-24
001 2013-01-01
001 2012-01-01 TERRY E SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01		2015-06-23
001	2014-01-01	RICHARD FLOYD		RICHARD FLOYD	2015-06-24
001	2013-01-01
001	2012-01-01	TERRY E SMITH

Plan Statistics for E TERRY SMITH JR. DMD PROFIT SHARING PLAN

401k plan membership statisitcs for E TERRY SMITH JR. DMD PROFIT SHARING PLAN

Measure Date Value
2015: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
2014: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4

Measure	Date	Value
2015: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
2014: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4

Financial Data on E TERRY SMITH JR. DMD PROFIT SHARING PLAN

Measure	Date	Value
2015 : E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$38,901
Expenses. Total of all expenses incurred	2015-12-31	$8,358
Total plan assets at end of year	2015-12-31	$1,001,323
Total plan assets at beginning of year	2015-12-31	$970,780
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,358
Other income received	2015-12-31	$-21,099
Net income (gross income less expenses)	2015-12-31	$30,543
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,001,323
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$970,780
Total contributions received or receivable from employer(s)	2015-12-31	$60,000
2014 : E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$88,621
Expenses. Total of all expenses incurred	2014-12-31	$7,901
Total plan assets at end of year	2014-12-31	$970,780
Total plan assets at beginning of year	2014-12-31	$890,060
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,901
Other income received	2014-12-31	$28,621
Net income (gross income less expenses)	2014-12-31	$80,720
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$970,780
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$890,060
Total contributions received or receivable from employer(s)	2014-12-31	$60,000
2013 : E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$197,739
Expenses. Total of all expenses incurred	2013-12-31	$6,804
Total plan assets at end of year	2013-12-31	$890,060
Total plan assets at beginning of year	2013-12-31	$699,125
Value of fidelity bond covering the plan	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,804
Other income received	2013-12-31	$137,739
Net income (gross income less expenses)	2013-12-31	$190,935
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$890,060
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$699,125
Total contributions received or receivable from employer(s)	2013-12-31	$60,000
2012 : E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$81,576
Expenses. Total of all expenses incurred	2012-12-31	$6,103
Total plan assets at end of year	2012-12-31	$699,125
Total plan assets at beginning of year	2012-12-31	$623,652
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$21,576
Net income (gross income less expenses)	2012-12-31	$75,473
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$699,125
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$623,652
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,103

Form 5500 Responses for E TERRY SMITH JR. DMD PROFIT SHARING PLAN

2015: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 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: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 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: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: E TERRY SMITH JR. DMD PROFIT SHARING PLAN 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

Potentially related plans

E TERRY SMITH JR DMD PROFIT SHARING PLAN [EIN = 261690724]

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Company Name:	MARION FAMILY DENTISTRY PA
Employer identification number (EIN):	570914512
NAIC Classification:	621210
NAIC Description:	Offices of Dentists