401k Plan data: JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN plan

JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN
Plan identification number	001

JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

JAMES E. FARLEY, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES E. FARLEY, D.D.S., INC.

Employer identification number (EIN): 731128155

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. FARLEY, D.D.S., INC., 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 JAMES FARLEY
001 2013-09-01 JAMES FARLEY
001 2012-09-01 JAMES FARLEY
001 2011-09-01 JAMES FARLEY
001 2010-09-01 JAMES E. FARLEY

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JAMES FARLEY
001	2013-09-01	JAMES FARLEY
001	2012-09-01	JAMES FARLEY
001	2011-09-01	JAMES FARLEY
001	2010-09-01	JAMES E. FARLEY

Financial Data on JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN

Measure	Date	Value
2014 : JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$23,064
Expenses. Total of all expenses incurred	2014-12-31	$400,189
Benefits paid (including direct rollovers)	2014-12-31	$399,648
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$377,125
Total contributions received or receivable from participants	2014-12-31	$2,100
Other income received	2014-12-31	$18,864
Net income (gross income less expenses)	2014-12-31	$-377,125
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$377,125
Total contributions received or receivable from employer(s)	2014-12-31	$2,100
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$16,962
Expenses. Total of all expenses incurred	2013-12-31	$70
Total plan assets at end of year	2013-12-31	$377,125
Total plan assets at beginning of year	2013-12-31	$360,233
Total contributions received or receivable from participants	2013-12-31	$1,200
Other income received	2013-12-31	$14,562
Net income (gross income less expenses)	2013-12-31	$16,892
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$377,125
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$360,233
Total contributions received or receivable from employer(s)	2013-12-31	$1,200
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$70
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$5,646
Expenses. Total of all expenses incurred	2013-08-31	$199
Total plan assets at end of year	2013-08-31	$360,233
Total plan assets at beginning of year	2013-08-31	$354,786
Total contributions received or receivable from participants	2013-08-31	$3,600
Other income received	2013-08-31	$-1,554
Net income (gross income less expenses)	2013-08-31	$5,447
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$360,233
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$354,786
Total contributions received or receivable from employer(s)	2013-08-31	$3,600
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$199
2012 : JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$51,909
Expenses. Total of all expenses incurred	2012-08-31	$9,621
Benefits paid (including direct rollovers)	2012-08-31	$9,621
Total plan assets at end of year	2012-08-31	$354,786
Total plan assets at beginning of year	2012-08-31	$312,498
Total contributions received or receivable from participants	2012-08-31	$3,350
Other income received	2012-08-31	$45,209
Net income (gross income less expenses)	2012-08-31	$42,288
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$354,786
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$312,498
Total contributions received or receivable from employer(s)	2012-08-31	$3,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$28,391
Expenses. Total of all expenses incurred	2011-08-31	$0
Total plan assets at end of year	2011-08-31	$312,498
Total plan assets at beginning of year	2011-08-31	$284,107
Total contributions received or receivable from participants	2011-08-31	$3,600
Other income received	2011-08-31	$21,191
Net income (gross income less expenses)	2011-08-31	$28,391
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$312,498
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$284,107
Total contributions received or receivable from employer(s)	2011-08-31	$3,600
2010 : JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-08-31	$0
Total plan liabilities at beginning of year	2010-08-31	$0
Total income from all sources	2010-08-31	$34,066
Expenses. Total of all expenses incurred	2010-08-31	$0
Total plan assets at end of year	2010-08-31	$284,107
Total plan assets at beginning of year	2010-08-31	$250,041
Total contributions received or receivable from participants	2010-08-31	$3,600
Other income received	2010-08-31	$26,866
Net income (gross income less expenses)	2010-08-31	$34,066
Net plan assets at end of year (total assets less liabilities)	2010-08-31	$284,107
Net plan assets at beginning of year (total assets less liabilities)	2010-08-31	$250,041
Total contributions received or receivable from employer(s)	2010-08-31	$3,600

Form 5500 Responses for JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN

2014: JAMES E. FARLEY, D.D.S., INC., 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	Yes
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: JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: JAMES E. FARLEY, D.D.S., INC., PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES E. FARLEY, D.D.S., INC.
Employer identification number (EIN):	731128155
NAIC Classification:	621210
NAIC Description:	Offices of Dentists