401k Plan data: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN plan

THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN
Plan identification number	001

THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION 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).
Money purchase (other than target benefit)
Profit-sharing

401k Sponsoring company profile

TERRY D. MCDONALD, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: TERRY D. MCDONALD, D.D.S., P.C.

Employer identification number (EIN): 930594853

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 TERRY D. MCDONALD, DDS, PC
001 2015-01-01 TERRY D. MCDONALD, DDS, PC
001 2014-01-01 TERRY D. MCDONALD, DDS, PC
001 2014-01-01 TERRY D. MCDONALD, DDS, PC
001 2013-01-01 TERRY D. MCDONALD, DDS
001 2012-01-01 TERRY D. MCDONALD, DDS
001 2009-01-01 JOHN MCDONALD

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	TERRY D. MCDONALD, DDS, PC
001	2015-01-01	TERRY D. MCDONALD, DDS, PC
001	2014-01-01	TERRY D. MCDONALD, DDS, PC
001	2014-01-01	TERRY D. MCDONALD, DDS, PC
001	2013-01-01	TERRY D. MCDONALD, DDS
001	2012-01-01	TERRY D. MCDONALD, DDS
001	2009-01-01	JOHN MCDONALD

Financial Data on THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN

Measure	Date	Value
2016 : THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-2,187
Expenses. Total of all expenses incurred	2016-12-31	$73,624
Benefits paid (including direct rollovers)	2016-12-31	$56,750
Total plan assets at end of year	2016-12-31	$773,752
Total plan assets at beginning of year	2016-12-31	$849,563
Assets. Value of loans (other than to participants)	2016-12-31	$0
Other income received	2016-12-31	$-3,746
Net income (gross income less expenses)	2016-12-31	$-75,811
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$773,752
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$849,563
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$1,559
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$46,720
Expenses. Total of all expenses incurred	2015-12-31	$90,751
Benefits paid (including direct rollovers)	2015-12-31	$79,745
Total plan assets at end of year	2015-12-31	$849,563
Total plan assets at beginning of year	2015-12-31	$893,594
Other income received	2015-12-31	$46,720
Net income (gross income less expenses)	2015-12-31	$-44,031
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$849,563
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$893,594
Assets. Value of participant loans	2015-12-31	$95,246
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,006
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$32,999
Expenses. Total of all expenses incurred	2014-12-31	$75,000
Benefits paid (including direct rollovers)	2014-12-31	$75,000
Total plan assets at end of year	2014-12-31	$896,561
Total plan assets at beginning of year	2014-12-31	$938,562
Other income received	2014-12-31	$32,999
Net income (gross income less expenses)	2014-12-31	$-42,001
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$896,561
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$938,562
Assets. Value of participant loans	2014-12-31	$95,246
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$217,390
Expenses. Total of all expenses incurred	2013-12-31	$105,000
Benefits paid (including direct rollovers)	2013-12-31	$105,000
Total plan assets at end of year	2013-12-31	$938,562
Total plan assets at beginning of year	2013-12-31	$826,172
Other income received	2013-12-31	$217,390
Net income (gross income less expenses)	2013-12-31	$112,390
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$938,562
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$826,172
Assets. Value of participant loans	2013-12-31	$95,246
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$81,234
Expenses. Total of all expenses incurred	2012-12-31	$63,000
Benefits paid (including direct rollovers)	2012-12-31	$63,000
Total plan assets at end of year	2012-12-31	$826,172
Total plan assets at beginning of year	2012-12-31	$807,938
Other income received	2012-12-31	$58,145
Net income (gross income less expenses)	2012-12-31	$18,234
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$826,172
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$807,938
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$30,000
Total contributions received or receivable from employer(s)	2012-12-31	$23,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN

2016: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING 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: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING 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: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TERRY D. MCDONALD, D.D.S., P.C. DEFINED CONTRIBUTION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TERRY D. MCDONALD, D.D.S., P.C.
Employer identification number (EIN):	930594853
NAIC Classification:	621210
NAIC Description:	Offices of Dentists