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| Plan Name | WILLIAM D. FOX RETIREMENT PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WILLIAM D. FOX, DDS |
| Employer identification number (EIN): | 621238502 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2004-01-01 | WILLIAM D. FOX, DDS |
| Measure | Date | Value |
|---|---|---|
| 2004: WILLIAM D. FOX RETIREMENT PLAN 2004 401k membership | ||
| Total participants, beginning-of-year | 2004-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2004-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 0 |
| Total of all active and inactive participants | 2004-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 5 |
| Number of participants with account balances | 2004-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2004 : WILLIAM D. FOX RETIREMENT PLAN 2004 401k financial data | ||
| Total income from all sources | 2004-12-31 | $22,038 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $180 |
| Total plan assets at end of year | 2004-12-31 | $55,717 |
| Total plan assets at beginning of year | 2004-12-31 | $33,859 |
| Total contributions received or receivable from participants | 2004-12-31 | $9,723 |
| Other income received | 2004-12-31 | $4,291 |
| Net income (gross income less expenses) | 2004-12-31 | $21,858 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $55,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $33,859 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $8,024 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2004-12-31 | $180 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2004-12-31 | $0 |
| 2004: WILLIAM D. FOX RETIREMENT PLAN 2004 form 5500 responses | ||
|---|---|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
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