401k Plan data: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN plan

ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN
Plan identification number	001

ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 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
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT S. ELAM DDS has sponsored the creation of one or more 401k plans.

Company Name: ROBERT S. ELAM DDS

Employer identification number (EIN): 621537048

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01 ROBERT S. ELAM ROBERT S. ELAM 2014-07-28
001 2012-01-01 ROBERT S. ELAM ROBERT S. ELAM 2013-07-30
001 2011-01-01 ROBERT S. ELAM ROBERT S. ELAM 2012-07-26
001 2009-01-01 ROBERT S. ELAM ROBERT S. ELAM 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01	ROBERT S. ELAM	ROBERT S. ELAM	2014-07-28
001	2012-01-01	ROBERT S. ELAM	ROBERT S. ELAM	2013-07-30
001	2011-01-01	ROBERT S. ELAM	ROBERT S. ELAM	2012-07-26
001	2009-01-01	ROBERT S. ELAM	ROBERT S. ELAM	2010-07-29

Plan Statistics for ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN

Measure Date Value
2014: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 6
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	6
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN

Measure	Date	Value
2014 : ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$45,408
Expenses. Total of all expenses incurred	2014-10-31	$1,116,417
Benefits paid (including direct rollovers)	2014-10-31	$1,110,046
Total plan assets at end of year	2014-10-31	$0
Total plan assets at beginning of year	2014-10-31	$1,071,009
Value of fidelity bond covering the plan	2014-10-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-10-31	$6,371
Other income received	2014-10-31	$45,408
Net income (gross income less expenses)	2014-10-31	$-1,071,009
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,071,009
2013 : ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$198,684
Expenses. Total of all expenses incurred	2013-12-31	$6,484
Benefits paid (including direct rollovers)	2013-12-31	$6,484
Total plan assets at end of year	2013-12-31	$1,071,009
Total plan assets at beginning of year	2013-12-31	$878,809
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$696
Other income received	2013-12-31	$128,902
Net income (gross income less expenses)	2013-12-31	$192,200
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,071,009
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$878,809
Total contributions received or receivable from employer(s)	2013-12-31	$69,086
2012 : ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$148,634
Expenses. Total of all expenses incurred	2012-12-31	$44,254
Benefits paid (including direct rollovers)	2012-12-31	$38,357
Total plan assets at end of year	2012-12-31	$878,809
Total plan assets at beginning of year	2012-12-31	$774,429
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$23,358
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,897
Other income received	2012-12-31	$79,063
Net income (gross income less expenses)	2012-12-31	$104,380
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$878,809
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$774,429
Total contributions received or receivable from employer(s)	2012-12-31	$46,213
2011 : ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,880
Expenses. Total of all expenses incurred	2011-12-31	$12,655
Benefits paid (including direct rollovers)	2011-12-31	$7,311
Total plan assets at end of year	2011-12-31	$774,429
Total plan assets at beginning of year	2011-12-31	$733,204
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$22,689
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,344
Other income received	2011-12-31	$-15,049
Net income (gross income less expenses)	2011-12-31	$41,225
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$774,429
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$733,204
Total contributions received or receivable from employer(s)	2011-12-31	$46,240
2010 : ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$141,196
Expenses. Total of all expenses incurred	2010-12-31	$11,625
Benefits paid (including direct rollovers)	2010-12-31	$7,231
Total plan assets at end of year	2010-12-31	$733,204
Total plan assets at beginning of year	2010-12-31	$603,633
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$22,200
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,394
Other income received	2010-12-31	$72,875
Net income (gross income less expenses)	2010-12-31	$129,571
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$733,204
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$603,633
Total contributions received or receivable from employer(s)	2010-12-31	$46,121

Form 5500 Responses for ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN

2014: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 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: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 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: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 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
2009: ROBERT S. ELAM, D.D.S. 401K PROFIT SHARING PLAN 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:	ROBERT S. ELAM DDS
Employer identification number (EIN):	621537048
NAIC Classification:	621210
NAIC Description:	Offices of Dentists