401k Plan data: CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN plan

CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN
Plan identification number	004

CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K 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.
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

CALDWELL ORTHODONTIC ASSOCIATES PLLC has sponsored the creation of one or more 401k plans.

Company Name: CALDWELL ORTHODONTIC ASSOCIATES PLLC

Employer identification number (EIN): 201290552

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2009-01-01 NEAL P WEBSTER NEAL P WEBSTER 2010-04-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2009-01-01	NEAL P WEBSTER		NEAL P WEBSTER	2010-04-29

Financial Data on CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2010 : CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,115
Expenses. Total of all expenses incurred	2010-12-31	$285,149
Benefits paid (including direct rollovers)	2010-12-31	$285,149
Total plan assets at end of year	2010-12-31	$0
Total plan assets at beginning of year	2010-12-31	$274,034
Value of fidelity bond covering the plan	2010-12-31	$175,000
Total contributions received or receivable from participants	2010-12-31	$900
Other income received	2010-12-31	$10,215
Net income (gross income less expenses)	2010-12-31	$-274,034
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$274,034

Form 5500 Responses for CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN

2009: CALDWELL ORTHODONTIC ASSOCIATES PLLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALDWELL ORTHODONTIC ASSOCIATES PLLC
Employer identification number (EIN):	201290552