401k Plan data: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN plan

DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN
Plan identification number	002

DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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
Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP has sponsored the creation of one or more 401k plans.

Company Name: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP

Employer identification number (EIN): 953855605

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DAVID M. DONNELLY, D.D.S. DAVID M. DONNELLY, D.D.S. 2013-03-12
002 2011-01-01 DAVID M. DONNELLY, D.D.S. DAVID M. DONNELLY, D.D.S. 2012-06-02
002 2010-01-01 DAVID M. DONNELLY, D.D.S. DAVID M. DONNELLY, D.D.S. 2011-10-13
002 2009-01-01 DAVID M. DONNELLY, D.D.S. DAVID M. DONNELLY, D.D.S. 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DAVID M. DONNELLY, D.D.S.	DAVID M. DONNELLY, D.D.S.	2013-03-12
002	2011-01-01	DAVID M. DONNELLY, D.D.S.	DAVID M. DONNELLY, D.D.S.	2012-06-02
002	2010-01-01	DAVID M. DONNELLY, D.D.S.	DAVID M. DONNELLY, D.D.S.	2011-10-13
002	2009-01-01	DAVID M. DONNELLY, D.D.S.	DAVID M. DONNELLY, D.D.S.	2010-07-23

Plan Statistics for DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

Measure Date Value
2016: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
2014: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2012: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 2
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
2014: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2012: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	2
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

Measure	Date	Value
2014 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$2,217
Benefits paid (including direct rollovers)	2014-12-31	$2,162
Total plan assets at end of year	2014-12-31	$7,215
Total plan assets at beginning of year	2014-12-31	$9,432
Net income (gross income less expenses)	2014-12-31	$-2,217
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,215
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,432
Value of certain deemed distributions of participant loans	2014-12-31	$55
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$-2,169
Expenses. Total of all expenses incurred	2013-12-31	$114,696
Benefits paid (including direct rollovers)	2013-12-31	$114,232
Total plan assets at end of year	2013-12-31	$9,432
Total plan assets at beginning of year	2013-12-31	$126,297
Expenses. Other expenses not covered elsewhere	2013-12-31	$464
Other income received	2013-12-31	$-2,169
Net income (gross income less expenses)	2013-12-31	$-116,865
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,432
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$126,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$4,710
Expenses. Total of all expenses incurred	2012-12-31	$1,242
Total plan assets at end of year	2012-12-31	$126,297
Total plan assets at beginning of year	2012-12-31	$122,829
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,242
Other income received	2012-12-31	$4,710
Net income (gross income less expenses)	2012-12-31	$3,468
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$126,297
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$122,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$3,179
Expenses. Total of all expenses incurred	2011-12-31	$1,150
Total plan assets at end of year	2011-12-31	$122,829
Total plan assets at beginning of year	2011-12-31	$120,800
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,150
Other income received	2011-12-31	$3,179
Net income (gross income less expenses)	2011-12-31	$2,029
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$122,829
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$120,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$-370
Expenses. Total of all expenses incurred	2010-12-31	$1,066
Total plan assets at end of year	2010-12-31	$120,800
Total plan assets at beginning of year	2010-12-31	$122,236
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,066
Other income received	2010-12-31	$-370
Net income (gross income less expenses)	2010-12-31	$-1,436
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$120,800
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$122,236
Assets. Value of participant loans	2010-12-31	$3,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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 DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

2016: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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	Yes
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
2014: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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: DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP 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:	DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP
Employer identification number (EIN):	953855605
NAIC Classification:	621210
NAIC Description:	Offices of Dentists