401k Plan data: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST plan

THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST
Plan identification number	002

THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

THOMAS M. STEWART, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS M. STEWART, D.D.S.

Employer identification number (EIN): 880212282

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 THOMAS M. STEWART, D.D.S.
002 2014-01-01 THOMAS M. STEWART, D.D.S.
002 2013-01-01 THOMAS M. STEWART, D.D.S.
002 2012-01-01 THOMAS M. STEWART, D.D.S.
002 2011-01-01 THOMAS M. STEWART, D.D.S.
002 2009-01-01 THOMAS M. STEWART, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	THOMAS M. STEWART, D.D.S.
002	2014-01-01	THOMAS M. STEWART, D.D.S.
002	2013-01-01	THOMAS M. STEWART, D.D.S.
002	2012-01-01	THOMAS M. STEWART, D.D.S.
002	2011-01-01	THOMAS M. STEWART, D.D.S.
002	2009-01-01	THOMAS M. STEWART, D.D.S.

Plan Statistics for THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2015: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 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 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
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 1

Measure	Date	Value
2015: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 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	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
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	1

Financial Data on THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST

Measure	Date	Value
2015 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-02-13	$569
Expenses. Total of all expenses incurred	2015-02-13	$781,103
Benefits paid (including direct rollovers)	2015-02-13	$781,103
Total plan assets at beginning of year	2015-02-13	$781,672
Value of fidelity bond covering the plan	2015-02-13	$25,000
Net income (gross income less expenses)	2015-02-13	$-781,103
Net plan assets at beginning of year (total assets less liabilities)	2015-02-13	$781,103
2014 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$569
Total income from all sources	2014-12-31	$1,081
Expenses. Total of all expenses incurred	2014-12-31	$711
Benefits paid (including direct rollovers)	2014-12-31	$711
Total plan assets at end of year	2014-12-31	$781,672
Total plan assets at beginning of year	2014-12-31	$780,733
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$1,081
Net income (gross income less expenses)	2014-12-31	$370
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$781,103
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$780,733
2013 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$40,976
Total plan assets at end of year	2013-12-31	$780,733
Total plan assets at beginning of year	2013-12-31	$739,757
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$976
Net income (gross income less expenses)	2013-12-31	$40,976
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$780,733
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$739,757
Total contributions received or receivable from employer(s)	2013-12-31	$40,000
2012 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$16,238
Total plan assets at end of year	2012-12-31	$739,757
Total plan assets at beginning of year	2012-12-31	$723,519
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$1,238
Net income (gross income less expenses)	2012-12-31	$16,238
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$739,757
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$723,519
Total contributions received or receivable from employer(s)	2012-12-31	$15,000
2011 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$17,882
Total plan assets at end of year	2011-12-31	$723,519
Total plan assets at beginning of year	2011-12-31	$705,637
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$2,044
Net income (gross income less expenses)	2011-12-31	$17,882
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$723,519
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$705,637
Total contributions received or receivable from employer(s)	2011-12-31	$15,838
2010 : THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$3,353
Expenses. Total of all expenses incurred	2010-12-31	$29,248
Benefits paid (including direct rollovers)	2010-12-31	$29,248
Total plan assets at end of year	2010-12-31	$705,637
Total plan assets at beginning of year	2010-12-31	$731,532
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$3,353
Net income (gross income less expenses)	2010-12-31	$-25,895
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$705,637
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$731,532

Form 5500 Responses for THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST

2015: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 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: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 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: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS M. STEWART, D.D.S. PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS M. STEWART, D.D.S.
Employer identification number (EIN):	880212282
NAIC Classification:	621210
NAIC Description:	Offices of Dentists