401k Plan data: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN plan

MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

MONTEREY PENINSULA DENTAL GROUP 401(K) 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).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MONTEREY PENINSULA DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: MONTEREY PENINSULA DENTAL GROUP

Employer identification number (EIN): 942176084

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 CHAD CORRIVEAU CHAD CORRIVEAU 2013-10-10
001 2011-01-01 CLANCY D'ANGELO
001 2010-01-01 CLANCY D'ANGELO
001 2009-01-01 CLANCY D'ANGELO CLANCY D'ANGELO 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	CHAD CORRIVEAU	CHAD CORRIVEAU	2013-10-10
001	2011-01-01	CLANCY D'ANGELO
001	2010-01-01	CLANCY D'ANGELO
001	2009-01-01	CLANCY D'ANGELO	CLANCY D'ANGELO	2010-07-21

Plan Statistics for MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 75
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 90
Number of participants with account balances 2012-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 17
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 79
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 92
Number of participants with account balances 2010-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 74
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	75
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	90
Number of participants with account balances	2012-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	17
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	79
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	92
Number of participants with account balances	2010-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	74
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,930,600
Expenses. Total of all expenses incurred	2012-12-31	$1,501,657
Benefits paid (including direct rollovers)	2012-12-31	$1,465,565
Total plan assets at end of year	2012-12-31	$10,739,500
Total plan assets at beginning of year	2012-12-31	$10,310,557
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$387,413
Expenses. Other expenses not covered elsewhere	2012-12-31	$25,156
Other income received	2012-12-31	$1,068,875
Net income (gross income less expenses)	2012-12-31	$428,943
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,739,500
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,310,557
Assets. Value of participant loans	2012-12-31	$232,875
Total contributions received or receivable from employer(s)	2012-12-31	$474,312
Value of certain deemed distributions of participant loans	2012-12-31	$10,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,038,509
Expenses. Total of all expenses incurred	2011-12-31	$315,965
Benefits paid (including direct rollovers)	2011-12-31	$285,699
Total plan assets at end of year	2011-12-31	$10,310,557
Total plan assets at beginning of year	2011-12-31	$9,588,013
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$405,337
Expenses. Other expenses not covered elsewhere	2011-12-31	$29,738
Other income received	2011-12-31	$120,358
Net income (gross income less expenses)	2011-12-31	$722,544
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,310,557
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,588,013
Assets. Value of participant loans	2011-12-31	$289,283
Total contributions received or receivable from employer(s)	2011-12-31	$512,814
Value of certain deemed distributions of participant loans	2011-12-31	$-208
Value of corrective distributions	2011-12-31	$736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,210,985
Expenses. Total of all expenses incurred	2010-12-31	$950,456
Benefits paid (including direct rollovers)	2010-12-31	$948,798
Total plan assets at end of year	2010-12-31	$9,588,013
Total plan assets at beginning of year	2010-12-31	$9,327,484
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$415,214
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,658
Other income received	2010-12-31	$294,990
Net income (gross income less expenses)	2010-12-31	$260,529
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,588,013
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,327,484
Assets. Value of participant loans	2010-12-31	$256,297
Total contributions received or receivable from employer(s)	2010-12-31	$500,781
2009 : MONTEREY PENINSULA DENTAL GROUP 401(K) 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 MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING PLAN

2012: MONTEREY PENINSULA DENTAL GROUP 401(K) 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 – 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
2011: MONTEREY PENINSULA DENTAL GROUP 401(K) PROFIT SHARING 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
2010: MONTEREY PENINSULA DENTAL GROUP 401(K) 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MONTEREY PENINSULA DENTAL GROUP 401(K) 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:	MONTEREY PENINSULA DENTAL GROUP
Employer identification number (EIN):	942176084
NAIC Classification:	621210
NAIC Description:	Offices of Dentists