401k Plan data: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN plan

JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOSHUA L. WHETTEN, DDS, MSC, LTD 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JOSHUA L. WHETTEN, DDS, MSC, LTD has sponsored the creation of one or more 401k plans.

Company Name: JOSHUA L. WHETTEN, DDS, MSC, LTD

Employer identification number (EIN): 203509480

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOSHUA L. WHETTEN 2014-07-16
001 2012-01-01 JOSHUA L. WHETTEN 2013-10-01
001 2011-01-01 JOSHUA L. WHETTEN
001 2010-01-01 JOSHUA L. WHETTEN
001 2009-01-01 JOSHUA L. WHETTEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	JOSHUA L. WHETTEN	2014-07-16
001	2012-01-01	JOSHUA L. WHETTEN	2013-10-01
001	2011-01-01	JOSHUA L. WHETTEN
001	2010-01-01	JOSHUA L. WHETTEN
001	2009-01-01	JOSHUA L. WHETTEN

Plan Statistics for JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2011: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,510
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$145,059
Total plan assets at beginning of year	2011-12-31	$143,699
Value of fidelity bond covering the plan	2011-12-31	$10,000
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Contributions received from other sources (not participants or employers)	2011-12-31	$745
Other income received	2011-12-31	$765
Net income (gross income less expenses)	2011-12-31	$1,360
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$145,059
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$143,699
2010 : JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$15,462
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$143,699
Total plan assets at beginning of year	2010-12-31	$128,337
Value of fidelity bond covering the plan	2010-12-31	$10,000
Assets. Value of loans (other than to participants)	2010-12-31	$86,000
Contributions received from other sources (not participants or employers)	2010-12-31	$1,238
Other income received	2010-12-31	$14,224
Net income (gross income less expenses)	2010-12-31	$15,362
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$143,699
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$128,337
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN

2011: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSHUA L. WHETTEN, DDS, MSC, LTD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOSHUA L. WHETTEN, DDS, MSC, LTD
Employer identification number (EIN):	203509480
NAIC Classification:	621210
NAIC Description:	Offices of Dentists