401k Plan data: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN plan

PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 401k Plan overview

Plan Name	PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN
Plan identification number	002

PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILLIPS & WHITE ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PHILLIPS & WHITE ORTHODONTICS, P.A.

Employer identification number (EIN): 646149896

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DR. ROBERT WHITE, JR. 2020-10-09
002 2018-01-01 DR. ROBERT WHITE, JR. 2019-07-30
002 2017-01-01 DR. ROBERT WHITE, JR.
002 2016-01-01 ROBERT WHITE JR ROBERT WHITE JR 2017-05-30
002 2015-01-01 ROBERT WHITE JR ROBERT WHITE JR 2016-10-06
002 2014-01-01 ROBERT WHITE ROBERT WHITE 2015-02-19
002 2013-01-01 ROBERT WHITE ROBERT WHITE 2014-06-17
002 2012-01-01 ROBERT WHITE ROBERT WHITE 2014-06-17
002 2011-01-01 ROBERT WHITE ROBERT WHITE 2014-06-02
002 2010-01-01 ROBERT WHITE ROBERT WHITE 2014-06-02
002 2009-01-01 ROBERT WHITE ROBERT WHITE 2014-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	DR. ROBERT WHITE, JR.	2020-10-09
002	2018-01-01	DR. ROBERT WHITE, JR.	2019-07-30
002	2017-01-01	DR. ROBERT WHITE, JR.
002	2016-01-01	ROBERT WHITE JR		ROBERT WHITE JR	2017-05-30
002	2015-01-01	ROBERT WHITE JR		ROBERT WHITE JR	2016-10-06
002	2014-01-01	ROBERT WHITE		ROBERT WHITE	2015-02-19
002	2013-01-01	ROBERT WHITE		ROBERT WHITE	2014-06-17
002	2012-01-01	ROBERT WHITE		ROBERT WHITE	2014-06-17
002	2011-01-01	ROBERT WHITE		ROBERT WHITE	2014-06-02
002	2010-01-01	ROBERT WHITE		ROBERT WHITE	2014-06-02
002	2009-01-01	ROBERT WHITE		ROBERT WHITE	2014-06-17

Plan Statistics for PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN

401k plan membership statisitcs for PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN

Measure Date Value
2017: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 0
2013: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	0
2013: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN

Measure	Date	Value
2017 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$438,738
Expenses. Total of all expenses incurred	2017-12-31	$262,822
Benefits paid (including direct rollovers)	2017-12-31	$251,389
Total plan assets at end of year	2017-12-31	$2,641,952
Total plan assets at beginning of year	2017-12-31	$2,466,036
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$374,656
Net income (gross income less expenses)	2017-12-31	$175,916
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,641,952
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,466,036
Total contributions received or receivable from employer(s)	2017-12-31	$40,082
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$194,600
Expenses. Total of all expenses incurred	2016-12-31	$10,577
Total plan assets at end of year	2016-12-31	$2,466,036
Total plan assets at beginning of year	2016-12-31	$2,282,013
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$130,400
Net income (gross income less expenses)	2016-12-31	$184,023
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,466,036
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,282,013
Assets. Value of real-estate (other than employer real property)	2016-12-31	$251,390
Total contributions received or receivable from employer(s)	2016-12-31	$40,200
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$77,767
Expenses. Total of all expenses incurred	2015-12-31	$13,568
Total plan assets at end of year	2015-12-31	$2,282,013
Total plan assets at beginning of year	2015-12-31	$2,217,814
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$13,736
Net income (gross income less expenses)	2015-12-31	$64,199
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,282,013
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,217,814
Assets. Value of real-estate (other than employer real property)	2015-12-31	$251,133
Total contributions received or receivable from employer(s)	2015-12-31	$40,031
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$179,228
Expenses. Total of all expenses incurred	2014-12-31	$9,316
Total plan assets at end of year	2014-12-31	$2,217,814
Total plan assets at beginning of year	2014-12-31	$2,047,902
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$117,222
Net income (gross income less expenses)	2014-12-31	$169,912
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,217,814
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,047,902
Assets. Value of real-estate (other than employer real property)	2014-12-31	$255,011
Total contributions received or receivable from employer(s)	2014-12-31	$39,006
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,316
2013 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$332,013
Expenses. Total of all expenses incurred	2013-12-31	$5,183
Total plan assets at end of year	2013-12-31	$2,047,902
Total plan assets at beginning of year	2013-12-31	$1,721,072
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$269,329
Net income (gross income less expenses)	2013-12-31	$326,830
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,047,902
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,721,072
Assets. Value of real-estate (other than employer real property)	2013-12-31	$255,011
Total contributions received or receivable from employer(s)	2013-12-31	$39,684
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,183
2012 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$241,486
Expenses. Total of all expenses incurred	2012-12-31	$4,904
Total plan assets at end of year	2012-12-31	$1,721,072
Total plan assets at beginning of year	2012-12-31	$1,484,490
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$181,428
Net income (gross income less expenses)	2012-12-31	$236,582
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,721,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,484,490
Assets. Value of real-estate (other than employer real property)	2012-12-31	$242,893
Total contributions received or receivable from employer(s)	2012-12-31	$37,558
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,904
2011 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$69,274
Expenses. Total of all expenses incurred	2011-12-31	$4,360
Total plan assets at end of year	2011-12-31	$1,484,490
Total plan assets at beginning of year	2011-12-31	$1,419,576
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$10,419
Net income (gross income less expenses)	2011-12-31	$64,914
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,484,490
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,419,576
Assets. Value of real-estate (other than employer real property)	2011-12-31	$184,900
Total contributions received or receivable from employer(s)	2011-12-31	$36,855
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,360
2010 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$178,063
Expenses. Total of all expenses incurred	2010-12-31	$3,099
Total plan assets at end of year	2010-12-31	$1,419,576
Total plan assets at beginning of year	2010-12-31	$1,244,612
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$118,515
Net income (gross income less expenses)	2010-12-31	$174,964
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,419,576
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,244,612
Assets. Value of real-estate (other than employer real property)	2010-12-31	$177,200
Total contributions received or receivable from employer(s)	2010-12-31	$37,548
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,099
2009 : PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$-49,970
Expenses. Total of all expenses incurred	2009-12-31	$1,722
Total plan assets at end of year	2009-12-31	$1,244,612
Total plan assets at beginning of year	2009-12-31	$1,296,304
Value of fidelity bond covering the plan	2009-12-31	$200,000
Total contributions received or receivable from participants	2009-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2009-12-31	$1,722
Contributions received from other sources (not participants or employers)	2009-12-31	$0
Other income received	2009-12-31	$-111,570
Net income (gross income less expenses)	2009-12-31	$-51,692
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$1,244,612
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$1,296,304
Assets. Value of real-estate (other than employer real property)	2009-12-31	$172,268
Total contributions received or receivable from employer(s)	2009-12-31	$39,600

Form 5500 Responses for PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN

2017: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) 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: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILLIPS & WHITE ORTHODONTICS, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	PHILLIPS & WHITE ORTHODONTICS, P.A.
Employer identification number (EIN):	646149896
NAIC Classification:	621210
NAIC Description:	Offices of Dentists