401k Plan data: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN plan

JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN
Plan identification number	002

JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

JOHN B. HOLT, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN B. HOLT, D.M.D., P.C.

Employer identification number (EIN): 930774680

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JOHN B. HOLT, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2012-09-24

Company Identification Number: 88416491

Legal Registered Office Address: ATTN: CHRISTINE P BROWN
121 SW MORRISON 11TH FL
PORTLAND
United States of America (USA)
97204

More information about JOHN B. HOLT, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-09-01 JOHN HOLT 2016-05-07
002 2013-09-01 JOHN HOLT 2016-05-07
002 2012-09-01 JOHN B. HOLT, PRESIDENT
002 2011-09-01 JOHN B HOLT PRESIDENT
002 2009-09-01 JOHN B HOLT PRESIDENT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-09-01	JOHN HOLT	2016-05-07
002	2013-09-01	JOHN HOLT	2016-05-07
002	2012-09-01	JOHN B. HOLT, PRESIDENT
002	2011-09-01	JOHN B HOLT PRESIDENT
002	2009-09-01	JOHN B HOLT PRESIDENT

Plan Statistics for JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

401k plan membership statisitcs for JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

Measure Date Value
2012: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 7
Total of all active and inactive participants 2012-09-01 7
Total participants 2012-09-01 7
Number of participants with account balances 2012-09-01 7
2011: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 7
Total of all active and inactive participants 2011-09-01 7
Total participants 2011-09-01 7
Number of participants with account balances 2011-09-01 7
2009: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 7
Total of all active and inactive participants 2009-09-01 7
Total participants 2009-09-01 7
Number of participants with account balances 2009-09-01 7

Measure	Date	Value
2012: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	7
Total of all active and inactive participants	2012-09-01	7
Total participants	2012-09-01	7
Number of participants with account balances	2012-09-01	7
2011: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	7
Total of all active and inactive participants	2011-09-01	7
Total participants	2011-09-01	7
Number of participants with account balances	2011-09-01	7
2009: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	7
Total of all active and inactive participants	2009-09-01	7
Total participants	2009-09-01	7
Number of participants with account balances	2009-09-01	7

Financial Data on JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

Measure	Date	Value
2013 : JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$136,059
Expenses. Total of all expenses incurred	2013-08-31	$8,317
Total plan assets at end of year	2013-08-31	$1,564,465
Total plan assets at beginning of year	2013-08-31	$1,436,723
Expenses. Other expenses not covered elsewhere	2013-08-31	$8,317
Other income received	2013-08-31	$112,579
Net income (gross income less expenses)	2013-08-31	$127,742
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$1,564,465
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,436,723
Total contributions received or receivable from employer(s)	2013-08-31	$23,480
2012 : JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$106,013
Expenses. Total of all expenses incurred	2012-08-31	$4,045
Total plan assets at end of year	2012-08-31	$1,436,723
Total plan assets at beginning of year	2012-08-31	$1,334,755
Expenses. Other expenses not covered elsewhere	2012-08-31	$4,045
Other income received	2012-08-31	$87,607
Net income (gross income less expenses)	2012-08-31	$101,968
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,436,723
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,334,755
Total contributions received or receivable from employer(s)	2012-08-31	$18,406
2011 : JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$203,190
Expenses. Total of all expenses incurred	2011-08-31	$5,147
Total plan assets at end of year	2011-08-31	$1,334,755
Total plan assets at beginning of year	2011-08-31	$1,136,712
Expenses. Other expenses not covered elsewhere	2011-08-31	$5,147
Other income received	2011-08-31	$175,226
Net income (gross income less expenses)	2011-08-31	$198,043
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,334,755
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,136,712
Total contributions received or receivable from employer(s)	2011-08-31	$27,964

Form 5500 Responses for JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

2012: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN B. HOLT, D.M.D., P.C.
Employer identification number (EIN):	930774680
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2012-09-24
Company Identification Number:	88416491
Legal Registered Office Address:	ATTN: CHRISTINE P BROWN 121 SW MORRISON 11TH FL PORTLAND United States of America (USA) 97204