401k Plan data: OREGON DENTAL, P.C. 401(K) P/S PLAN plan

OREGON DENTAL, P.C. 401(K) P/S PLAN 401k Plan overview

Plan Name	OREGON DENTAL, P.C. 401(K) P/S PLAN
Plan identification number	001

OREGON DENTAL, P.C. 401(K) P/S 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

OREGON DENTAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OREGON DENTAL, P.C.

Employer identification number (EIN): 931178121

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about OREGON DENTAL, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1995-06-28

Company Identification Number: 46574281

Legal Registered Office Address: 2270 AVIATION DR

ROSEBURG
United States of America (USA)
97470

More information about OREGON DENTAL, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON DENTAL, P.C. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LEIGH COLBY 2016-09-20
001 2015-01-01 LOUISE BROWN 2016-04-22
001 2014-01-01 LOUISE BROWN 2015-08-05
001 2013-01-01 LOUISE BROWN 2014-07-07
001 2012-01-01 LOUISE BROWN 2013-07-15
001 2011-01-01 LEIGH COLBY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	LEIGH COLBY	2016-09-20
001	2015-01-01	LOUISE BROWN	2016-04-22
001	2014-01-01	LOUISE BROWN	2015-08-05
001	2013-01-01	LOUISE BROWN	2014-07-07
001	2012-01-01	LOUISE BROWN	2013-07-15
001	2011-01-01	LEIGH COLBY

Plan Statistics for OREGON DENTAL, P.C. 401(K) P/S PLAN

401k plan membership statisitcs for OREGON DENTAL, P.C. 401(K) P/S PLAN

Measure Date Value
2011: OREGON DENTAL, P.C. 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2011: OREGON DENTAL, P.C. 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on OREGON DENTAL, P.C. 401(K) P/S PLAN

Measure	Date	Value
2011 : OREGON DENTAL, P.C. 401(K) P/S PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$20,666
Total plan liabilities at beginning of year	2011-12-31	$14,207
Total income from all sources	2011-12-31	$91,380
Expenses. Total of all expenses incurred	2011-12-31	$49,666
Benefits paid (including direct rollovers)	2011-12-31	$33,499
Total plan assets at end of year	2011-12-31	$1,237,703
Total plan assets at beginning of year	2011-12-31	$1,189,530
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$113,066
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-21,686
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$41,714
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,217,037
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,175,323
Assets. Value of participant loans	2011-12-31	$31,424
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$16,167
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OREGON DENTAL, P.C. 401(K) P/S PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$14,207
Total plan liabilities at beginning of year	2010-12-31	$4,487
Total income from all sources	2010-12-31	$245,280
Expenses. Total of all expenses incurred	2010-12-31	$23,143
Benefits paid (including direct rollovers)	2010-12-31	$13,409
Total plan assets at end of year	2010-12-31	$1,189,530
Total plan assets at beginning of year	2010-12-31	$957,673
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$114,507
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$130,773
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$222,137
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,175,323
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$953,186
Assets. Value of participant loans	2010-12-31	$37,872
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$25,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$9,734
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for OREGON DENTAL, P.C. 401(K) P/S PLAN

2011: OREGON DENTAL, P.C. 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-026254
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-026254
Policy instance	1

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Company Name:	OREGON DENTAL, P.C.
Employer identification number (EIN):	931178121
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1995-06-28
Company Identification Number:	46574281
Legal Registered Office Address:	2270 AVIATION DR ROSEBURG United States of America (USA) 97470