401k Plan data: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST plan

KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

KENNETH E. CARPENTER, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name: KENNETH E. CARPENTER, DDS, MS, PC

Employer identification number (EIN): 202273689

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS 2016-10-18
001 2014-01-01 KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS 2015-07-10
001 2013-01-01 KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS 2014-07-25
001 2012-01-01 KENNETH E. CARPENTER, DDS, MS, PC KENNETH E. CARPENTER, DDS, MS 2013-06-23
001 2011-01-01 KENNETH E. CARPENTER, DDS, MS, PC KENNETH E. CARPENTER, DDS, MS 2012-08-22
001 2009-01-01 KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	KENNETH E. CARPENTER, DDS, MS	KENNETH E. CARPENTER, DDS, MS	2016-10-18
001	2014-01-01	KENNETH E. CARPENTER, DDS, MS	KENNETH E. CARPENTER, DDS, MS	2015-07-10
001	2013-01-01	KENNETH E. CARPENTER, DDS, MS	KENNETH E. CARPENTER, DDS, MS	2014-07-25
001	2012-01-01	KENNETH E. CARPENTER, DDS, MS, PC	KENNETH E. CARPENTER, DDS, MS	2013-06-23
001	2011-01-01	KENNETH E. CARPENTER, DDS, MS, PC	KENNETH E. CARPENTER, DDS, MS	2012-08-22
001	2009-01-01	KENNETH E. CARPENTER, DDS, MS	KENNETH E. CARPENTER, DDS, MS	2010-07-28

Plan Statistics for KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 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: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2015: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	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: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$6,681
Expenses. Total of all expenses incurred	2015-12-31	$15,447
Benefits paid (including direct rollovers)	2015-12-31	$15,569
Total plan assets at end of year	2015-12-31	$428,925
Total plan assets at beginning of year	2015-12-31	$437,691
Expenses. Other expenses not covered elsewhere	2015-12-31	$-122
Other income received	2015-12-31	$6,681
Net income (gross income less expenses)	2015-12-31	$-8,766
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$428,925
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$437,691
2014 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$41,574
Expenses. Total of all expenses incurred	2014-12-31	$16,193
Benefits paid (including direct rollovers)	2014-12-31	$16,069
Total plan assets at end of year	2014-12-31	$437,691
Total plan assets at beginning of year	2014-12-31	$412,310
Expenses. Other expenses not covered elsewhere	2014-12-31	$65
Other income received	2014-12-31	$34,698
Net income (gross income less expenses)	2014-12-31	$25,381
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$437,691
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$412,310
Total contributions received or receivable from employer(s)	2014-12-31	$6,876
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$59
2013 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$77,152
Expenses. Total of all expenses incurred	2013-12-31	$3,414
Benefits paid (including direct rollovers)	2013-12-31	$3,305
Total plan assets at end of year	2013-12-31	$412,310
Total plan assets at beginning of year	2013-12-31	$338,572
Expenses. Other expenses not covered elsewhere	2013-12-31	$85
Other income received	2013-12-31	$69,138
Net income (gross income less expenses)	2013-12-31	$73,738
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$412,310
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$338,572
Total contributions received or receivable from employer(s)	2013-12-31	$8,014
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24
2012 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$38,960
Total plan assets at end of year	2012-12-31	$338,572
Total plan assets at beginning of year	2012-12-31	$299,612
Other income received	2012-12-31	$33,127
Net income (gross income less expenses)	2012-12-31	$38,960
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$338,572
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$299,612
Total contributions received or receivable from employer(s)	2012-12-31	$5,833
2011 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,530
Expenses. Total of all expenses incurred	2011-12-31	$7,775
Benefits paid (including direct rollovers)	2011-12-31	$7,775
Total plan assets at end of year	2011-12-31	$299,612
Total plan assets at beginning of year	2011-12-31	$308,917
Other income received	2011-12-31	$-6,756
Net income (gross income less expenses)	2011-12-31	$-9,305
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$299,612
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$308,917
Total contributions received or receivable from employer(s)	2011-12-31	$5,226

Form 5500 Responses for KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

2015: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

016170083

Policy instance

Insurance contract or identification number	016170083
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

016170083

Policy instance

Insurance contract or identification number	016170083
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

016170083

Policy instance

Insurance contract or identification number	016170083
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

016170083

Policy instance

Insurance contract or identification number	016170083
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

016170083

Policy instance

Insurance contract or identification number	016170083
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KENNETH E. CARPENTER, DDS, MS, PC
Employer identification number (EIN):	202273689
NAIC Classification:	621210
NAIC Description:	Offices of Dentists