401k Plan data: THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN plan

THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN
Plan identification number	002

THOMAS & THOMAS DENTAL, LTD. 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
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.
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

THOMAS & THOMAS DENTAL, LTD. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS & THOMAS DENTAL, LTD.

Employer identification number (EIN): 860823771

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 KRISTINE THOMAS, D.M.D. 2017-10-09
002 2015-01-01 KRISTIN THOMAS, D.M.D. 2016-10-07
002 2014-01-01 KRISTIN THOMAS, D.M.D. 2015-09-28
002 2013-01-01 KRISTINE THOMAS 2014-10-03
002 2012-01-01 KRISTINE THOMAS 2013-09-27
002 2011-01-01 KRISTINE THOMAS 2012-07-02
002 2009-01-01 KRISTINE THOMAS
002 2009-01-01 KRISTINE THOMAS
002 2009-01-01 KRISTINE THOMAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01	KRISTINE THOMAS, D.M.D.	2017-10-09
002	2015-01-01	KRISTIN THOMAS, D.M.D.	2016-10-07
002	2014-01-01	KRISTIN THOMAS, D.M.D.	2015-09-28
002	2013-01-01	KRISTINE THOMAS	2014-10-03
002	2012-01-01	KRISTINE THOMAS	2013-09-27
002	2011-01-01	KRISTINE THOMAS	2012-07-02
002	2009-01-01	KRISTINE THOMAS
002	2009-01-01	KRISTINE THOMAS
002	2009-01-01	KRISTINE THOMAS

Plan Statistics for THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN

Measure Date Value
2009: THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 20
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	20
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN

Measure	Date	Value
2010 : THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$30,712
Expenses. Total of all expenses incurred	2010-12-31	$14,224
Benefits paid (including direct rollovers)	2010-12-31	$10,726
Total plan assets at end of year	2010-12-31	$165,975
Total plan assets at beginning of year	2010-12-31	$149,487
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$10,998
Expenses. Other expenses not covered elsewhere	2010-12-31	$945
Other income received	2010-12-31	$19,714
Net income (gross income less expenses)	2010-12-31	$16,488
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$165,975
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$149,487
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,553

Form 5500 Responses for THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN

2009: THOMAS & THOMAS DENTAL, LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

22018

Policy instance

Insurance contract or identification number	22018
Number of Individuals Covered	7
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $701
Total amount of fees paid to insurance company	USD $997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $701
Insurance broker organization code?	4
Amount paid for insurance broker fees	997
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION
Insurance broker name	BOYCE & ASSOCIATES, INC.

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Company Name:	THOMAS & THOMAS DENTAL, LTD.
Employer identification number (EIN):	860823771
NAIC Classification:	621210
NAIC Description:	Offices of Dentists