401k Plan data: OWENS & OWENS, PC PROFIT SHARING PLAN plan

OWENS & OWENS, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	OWENS & OWENS, PC PROFIT SHARING PLAN
Plan identification number	001

OWENS & OWENS, PC 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
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

OWENS & OWENS, PC has sponsored the creation of one or more 401k plans.

Company Name: OWENS & OWENS, PC

Employer identification number (EIN): 830245901

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWENS & OWENS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 STEPHEN OWENS 2019-08-15
001 2017-01-01 STEPHEN OWENS 2018-08-23
001 2016-01-01 STEPHEN OWENS 2017-09-12
001 2015-01-01 STEPHEN OWENS 2016-09-12
001 2014-01-01 STEPHEN OWENS 2015-09-12
001 2013-01-01 STEPHEN OWENS
001 2012-01-01 STEPHEN OWENS
001 2011-01-01 STEPHEN OWENS
001 2009-01-01 STEPHEN OWENS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01	STEPHEN OWENS	2019-08-15
001	2017-01-01	STEPHEN OWENS	2018-08-23
001	2016-01-01	STEPHEN OWENS	2017-09-12
001	2015-01-01	STEPHEN OWENS	2016-09-12
001	2014-01-01	STEPHEN OWENS	2015-09-12
001	2013-01-01	STEPHEN OWENS
001	2012-01-01	STEPHEN OWENS
001	2011-01-01	STEPHEN OWENS
001	2009-01-01	STEPHEN OWENS

Plan Statistics for OWENS & OWENS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for OWENS & OWENS, PC PROFIT SHARING PLAN

Measure Date Value
2013: OWENS & OWENS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
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 1
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OWENS & OWENS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OWENS & OWENS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
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 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: OWENS & OWENS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 2
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 2

Measure	Date	Value
2013: OWENS & OWENS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
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	1
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OWENS & OWENS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OWENS & OWENS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
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	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: OWENS & OWENS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	2
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	2

Financial Data on OWENS & OWENS, PC PROFIT SHARING PLAN

Measure	Date	Value
2013 : OWENS & OWENS, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$436,137
Total plan assets at end of year	2013-12-31	$1,953,718
Total plan assets at beginning of year	2013-12-31	$1,517,581
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$319,212
Net income (gross income less expenses)	2013-12-31	$436,137
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,953,718
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,517,581
Total contributions received or receivable from employer(s)	2013-12-31	$116,925
2012 : OWENS & OWENS, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$265,545
Total plan assets at end of year	2012-12-31	$1,517,581
Total plan assets at beginning of year	2012-12-31	$1,252,036
Value of fidelity bond covering the plan	2012-12-31	$160,000
Other income received	2012-12-31	$150,020
Net income (gross income less expenses)	2012-12-31	$265,545
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,517,581
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,252,036
Total contributions received or receivable from employer(s)	2012-12-31	$115,525
2011 : OWENS & OWENS, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$120,862
Expenses. Total of all expenses incurred	2011-12-31	$992
Benefits paid (including direct rollovers)	2011-12-31	$925
Total plan assets at end of year	2011-12-31	$1,252,036
Total plan assets at beginning of year	2011-12-31	$1,132,166
Value of fidelity bond covering the plan	2011-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$67
Other income received	2011-12-31	$13,387
Net income (gross income less expenses)	2011-12-31	$119,870
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,252,036
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,132,166
Total contributions received or receivable from employer(s)	2011-12-31	$107,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OWENS & OWENS, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$183,166
Expenses. Total of all expenses incurred	2010-12-31	$1,300
Benefits paid (including direct rollovers)	2010-12-31	$856
Total plan assets at end of year	2010-12-31	$1,132,166
Total plan assets at beginning of year	2010-12-31	$950,300
Value of fidelity bond covering the plan	2010-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$444
Other income received	2010-12-31	$83,100
Net income (gross income less expenses)	2010-12-31	$181,866
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,132,166
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$950,300
Total contributions received or receivable from employer(s)	2010-12-31	$100,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OWENS & OWENS, PC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OWENS & OWENS, PC PROFIT SHARING PLAN

2013: OWENS & OWENS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OWENS & OWENS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OWENS & OWENS, PC 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: OWENS & OWENS, PC 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:	OWENS & OWENS, PC
Employer identification number (EIN):	830245901
NAIC Classification:	621210
NAIC Description:	Offices of Dentists