401k Plan data: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN plan

JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 A. ROGERS, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. ROGERS, D.M.D., P.C.

Employer identification number (EIN): 930864749

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JOHN A. ROGERS, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1984-06-14

Company Identification Number: 20088514

Legal Registered Office Address: 3235 CENTURY WAY

MEDFORD
United States of America (USA)
97504

More information about JOHN A. ROGERS, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN A. ROGERS, D.M.D.
001 2013-01-01 JOHN A. ROGERS, D.M.D.
001 2012-01-01 JOHN A. ROGERS, D.M.D.
001 2011-01-01 JOHN A. ROGERS, D.M.D.
001 2010-01-01 JOHN A. ROGERS, D.M.D.
001 2009-01-01 JOHN A. ROGERS, D.M.D.

Financial Data on JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2016 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$978
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$690,998
Total plan assets at beginning of year	2016-12-31	$690,020
Value of fidelity bond covering the plan	2016-12-31	$290,000
Other income received	2016-12-31	$978
Net income (gross income less expenses)	2016-12-31	$978
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$690,998
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$690,020
Assets. Value of real-estate (other than employer real property)	2016-12-31	$0
2015 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$91,303
Expenses. Total of all expenses incurred	2015-12-31	$55,909
Benefits paid (including direct rollovers)	2015-12-31	$55,909
Total plan assets at end of year	2015-12-31	$690,020
Total plan assets at beginning of year	2015-12-31	$654,626
Value of fidelity bond covering the plan	2015-12-31	$290,000
Assets. Value of loans (other than to participants)	2015-12-31	$0
Other income received	2015-12-31	$91,303
Net income (gross income less expenses)	2015-12-31	$35,394
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$690,020
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$654,626
Assets. Value of real-estate (other than employer real property)	2015-12-31	$312,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$29,620
Expenses. Total of all expenses incurred	2014-12-31	$1
Total plan assets at end of year	2014-12-31	$654,626
Total plan assets at beginning of year	2014-12-31	$625,007
Value of fidelity bond covering the plan	2014-12-31	$290,000
Assets. Value of loans (other than to participants)	2014-12-31	$225,000
Other income received	2014-12-31	$29,620
Net income (gross income less expenses)	2014-12-31	$29,619
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$654,626
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$625,007
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1
2013 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$55,331
Expenses. Total of all expenses incurred	2013-12-31	$43,482
Total plan assets at end of year	2013-12-31	$625,007
Total plan assets at beginning of year	2013-12-31	$613,158
Value of fidelity bond covering the plan	2013-12-31	$290,000
Assets. Value of loans (other than to participants)	2013-12-31	$225,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$43,287
Contributions received from other sources (not participants or employers)	2013-12-31	$40,793
Other income received	2013-12-31	$2,538
Net income (gross income less expenses)	2013-12-31	$11,849
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$625,007
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$613,158
Total contributions received or receivable from employer(s)	2013-12-31	$12,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$195
2012 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$42,047
Expenses. Total of all expenses incurred	2012-12-31	$2,905
Total plan assets at end of year	2012-12-31	$613,158
Total plan assets at beginning of year	2012-12-31	$574,016
Value of fidelity bond covering the plan	2012-12-31	$290,000
Assets. Value of loans (other than to participants)	2012-12-31	$225,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$26
Other income received	2012-12-31	$24,047
Net income (gross income less expenses)	2012-12-31	$39,142
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$613,158
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$574,016
Total contributions received or receivable from employer(s)	2012-12-31	$18,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,879
2011 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$15,272
Expenses. Total of all expenses incurred	2011-12-31	$3,482
Total plan assets at end of year	2011-12-31	$568,016
Total plan assets at beginning of year	2011-12-31	$556,226
Value of fidelity bond covering the plan	2011-12-31	$290,000
Assets. Value of loans (other than to participants)	2011-12-31	$225,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$26
Other income received	2011-12-31	$-2,728
Net income (gross income less expenses)	2011-12-31	$11,790
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$568,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$556,226
Total contributions received or receivable from employer(s)	2011-12-31	$18,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,456
2010 : JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-9,496
Expenses. Total of all expenses incurred	2010-12-31	$3,037
Total plan assets at end of year	2010-12-31	$556,226
Total plan assets at beginning of year	2010-12-31	$568,759
Value of fidelity bond covering the plan	2010-12-31	$260,000
Assets. Value of loans (other than to participants)	2010-12-31	$225,000
Other income received	2010-12-31	$-33,496
Net income (gross income less expenses)	2010-12-31	$-12,533
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$556,226
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$568,759
Total contributions received or receivable from employer(s)	2010-12-31	$24,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,037
2009 : JOHN A. ROGERS, D.M.D., P.C. 401K 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 JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN

2016: JOHN A. ROGERS, D.M.D., P.C. 401K 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: JOHN A. ROGERS, D.M.D., P.C. 401K 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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: JOHN A. ROGERS, D.M.D., P.C. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. ROGERS, D.M.D., P.C. 401K 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:	JOHN A. ROGERS, D.M.D., P.C.
Employer identification number (EIN):	930864749
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1984-06-14
Company Identification Number:	20088514
Legal Registered Office Address:	3235 CENTURY WAY MEDFORD United States of America (USA) 97504

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN A. ROGERS, D.M.D.
001	2013-01-01	JOHN A. ROGERS, D.M.D.
001	2012-01-01	JOHN A. ROGERS, D.M.D.
001	2011-01-01	JOHN A. ROGERS, D.M.D.
001	2010-01-01	JOHN A. ROGERS, D.M.D.
001	2009-01-01	JOHN A. ROGERS, D.M.D.