401k Plan data: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST plan

DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 401k Plan overview

Plan Name	DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST
Plan identification number	001

DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

DAVID W. WARDLAW, DDS, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: DAVID W. WARDLAW, DDS, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 942374445

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-09-01 PAMELA JONES
001 2013-09-01 PAMELA JONES
001 2012-09-01 DAVID W. WARDLAW, D.D.S.
001 2011-09-01 DAVID W. WARDLAW, D.D.S.
001 2009-09-01 DAVID W. WARDLAW, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
001	2014-09-01	PAMELA JONES
001	2013-09-01	PAMELA JONES
001	2012-09-01	DAVID W. WARDLAW, D.D.S.
001	2011-09-01	DAVID W. WARDLAW, D.D.S.
001	2009-09-01	DAVID W. WARDLAW, D.D.S.

Financial Data on DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST

Measure	Date	Value
2015 : DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$33
Expenses. Total of all expenses incurred	2015-08-31	$997,856
Benefits paid (including direct rollovers)	2015-08-31	$997,446
Total plan assets at end of year	2015-08-31	$0
Total plan assets at beginning of year	2015-08-31	$997,823
Value of fidelity bond covering the plan	2015-08-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-08-31	$330
Other income received	2015-08-31	$33
Net income (gross income less expenses)	2015-08-31	$-997,823
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$997,823
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$80
2014 : DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$14,618
Expenses. Total of all expenses incurred	2014-08-31	$5,294
Total plan assets at end of year	2014-08-31	$997,823
Total plan assets at beginning of year	2014-08-31	$988,499
Value of fidelity bond covering the plan	2014-08-31	$100,000
Assets. Value of loans (other than to participants)	2014-08-31	$0
Other income received	2014-08-31	$14,618
Net income (gross income less expenses)	2014-08-31	$9,324
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$997,823
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$988,499
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$5,294
2013 : DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$29,697
Expenses. Total of all expenses incurred	2013-08-31	$48,495
Benefits paid (including direct rollovers)	2013-08-31	$25,919
Total plan assets at end of year	2013-08-31	$988,499
Total plan assets at beginning of year	2013-08-31	$1,007,297
Value of fidelity bond covering the plan	2013-08-31	$690,000
Assets. Value of loans (other than to participants)	2013-08-31	$0
Other income received	2013-08-31	$29,697
Net income (gross income less expenses)	2013-08-31	$-18,798
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$988,499
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,007,297
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$22,576
2012 : DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$38,671
Expenses. Total of all expenses incurred	2012-08-31	$5,638
Total plan assets at end of year	2012-08-31	$1,007,297
Total plan assets at beginning of year	2012-08-31	$974,264
Value of fidelity bond covering the plan	2012-08-31	$700,000
Assets. Value of loans (other than to participants)	2012-08-31	$640,448
Other income received	2012-08-31	$38,671
Net income (gross income less expenses)	2012-08-31	$33,033
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,007,297
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$974,264
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$5,638
2011 : DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$36,434
Expenses. Total of all expenses incurred	2011-08-31	$1,934
Total plan assets at end of year	2011-08-31	$974,264
Total plan assets at beginning of year	2011-08-31	$939,764
Value of fidelity bond covering the plan	2011-08-31	$700,000
Assets. Value of loans (other than to participants)	2011-08-31	$654,477
Other income received	2011-08-31	$36,434
Net income (gross income less expenses)	2011-08-31	$34,500
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$974,264
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$939,764
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$1,934

Form 5500 Responses for DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST

2014: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	Yes
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	Yes
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: DAVID W. WARDLAW, D.D.S., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN AN D TRUST 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID W. WARDLAW, DDS, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	942374445
NAIC Classification:	621210
NAIC Description:	Offices of Dentists