401k Plan data: CARL E FINDLEY JR DMD PC PSP plan

CARL E FINDLEY JR DMD PC PSP 401k Plan overview

Plan Name	CARL E FINDLEY JR DMD PC PSP
Plan identification number	003

CARL E FINDLEY JR DMD PC PSP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing

401k Sponsoring company profile

CARL E FINDLEY JR DMD PC has sponsored the creation of one or more 401k plans.

Company Name: CARL E FINDLEY JR DMD PC

Employer identification number (EIN): 581675550

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL E FINDLEY JR DMD PC PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-07-01 LARRY ISERT
003 2012-07-01 LARRY ISERT
003 2011-07-01 LARRY ISERT
003 2010-07-01 LARRY ISERT
003 2009-01-01 LARRY ISERT

Plan id#	Filing Submission Date	Name of Administrator
003	2013-07-01	LARRY ISERT
003	2012-07-01	LARRY ISERT
003	2011-07-01	LARRY ISERT
003	2010-07-01	LARRY ISERT
003	2009-01-01	LARRY ISERT

Plan Statistics for CARL E FINDLEY JR DMD PC PSP

401k plan membership statisitcs for CARL E FINDLEY JR DMD PC PSP

Measure Date Value
2013: CARL E FINDLEY JR DMD PC PSP 2013 401k membership
Total participants, beginning-of-year 2013-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 12
Total of all active and inactive participants 2013-07-01 12
Total participants 2013-07-01 12
2012: CARL E FINDLEY JR DMD PC PSP 2012 401k membership
Total participants, beginning-of-year 2012-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 12
Total of all active and inactive participants 2012-07-01 12
Total participants 2012-07-01 12
Number of participants with account balances 2012-07-01 12
2011: CARL E FINDLEY JR DMD PC PSP 2011 401k membership
Total participants, beginning-of-year 2011-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 4
Total participants 2011-07-01 4
Number of participants with account balances 2011-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: CARL E FINDLEY JR DMD PC PSP 2010 401k membership
Total participants, beginning-of-year 2010-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 4
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 4
Number of participants with account balances 2010-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CARL E FINDLEY JR DMD PC PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2013: CARL E FINDLEY JR DMD PC PSP 2013 401k membership
Total participants, beginning-of-year	2013-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	12
Total of all active and inactive participants	2013-07-01	12
Total participants	2013-07-01	12
2012: CARL E FINDLEY JR DMD PC PSP 2012 401k membership
Total participants, beginning-of-year	2012-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	12
Total of all active and inactive participants	2012-07-01	12
Total participants	2012-07-01	12
Number of participants with account balances	2012-07-01	12
2011: CARL E FINDLEY JR DMD PC PSP 2011 401k membership
Total participants, beginning-of-year	2011-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	4
Total participants	2011-07-01	4
Number of participants with account balances	2011-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: CARL E FINDLEY JR DMD PC PSP 2010 401k membership
Total participants, beginning-of-year	2010-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	4
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	4
Number of participants with account balances	2010-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CARL E FINDLEY JR DMD PC PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on CARL E FINDLEY JR DMD PC PSP

Measure	Date	Value
2014 : CARL E FINDLEY JR DMD PC PSP 2014 401k financial data
Total income from all sources	2014-06-30	$342,956
Expenses. Total of all expenses incurred	2014-06-30	$5,123
Total plan assets at end of year	2014-06-30	$2,300,254
Total plan assets at beginning of year	2014-06-30	$1,962,421
Value of fidelity bond covering the plan	2014-06-30	$230,000
Other income received	2014-06-30	$325,438
Net income (gross income less expenses)	2014-06-30	$337,833
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,300,254
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,962,421
Total contributions received or receivable from employer(s)	2014-06-30	$17,518
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$5,123
2013 : CARL E FINDLEY JR DMD PC PSP 2013 401k financial data
Total income from all sources	2013-06-30	$323,133
Expenses. Total of all expenses incurred	2013-06-30	$0
Benefits paid (including direct rollovers)	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$1,962,421
Total plan assets at beginning of year	2013-06-30	$1,639,288
Value of fidelity bond covering the plan	2013-06-30	$200,000
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$302,775
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$323,133
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,962,421
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,639,288
Total contributions received or receivable from employer(s)	2013-06-30	$20,358
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
2012 : CARL E FINDLEY JR DMD PC PSP 2012 401k financial data
Total income from all sources	2012-06-30	$-4,265
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$109,107
Total plan assets at beginning of year	2012-06-30	$113,372
Value of fidelity bond covering the plan	2012-06-30	$15,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Other income received	2012-06-30	$-4,265
Net income (gross income less expenses)	2012-06-30	$-4,265
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$109,107
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$113,372
2011 : CARL E FINDLEY JR DMD PC PSP 2011 401k financial data
Total income from all sources	2011-06-30	$15,414
Total plan assets at end of year	2011-06-30	$113,372
Total plan assets at beginning of year	2011-06-30	$97,958
Value of fidelity bond covering the plan	2011-06-30	$15,000
Other income received	2011-06-30	$15,414
Net income (gross income less expenses)	2011-06-30	$15,414
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$113,372
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$97,958

Form 5500 Responses for CARL E FINDLEY JR DMD PC PSP

2013: CARL E FINDLEY JR DMD PC PSP 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CARL E FINDLEY JR DMD PC PSP 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CARL E FINDLEY JR DMD PC PSP 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CARL E FINDLEY JR DMD PC PSP 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CARL E FINDLEY JR DMD PC PSP 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:	CARL E FINDLEY JR DMD PC
Employer identification number (EIN):	581675550
NAIC Classification:	621210
NAIC Description:	Offices of Dentists