401k Plan data: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN plan

FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN
Plan identification number	002

FRED E THOMPSON, DDS 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

FRED E THOMPSON, DDS has sponsored the creation of one or more 401k plans.

Company Name: FRED E THOMPSON, DDS

Employer identification number (EIN): 270222094

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 ROBBIE CHRISTOPHER
002 2014-01-01 ROBBIE CHRISTOPHER
002 2013-01-01 ROBBIE CHRISTOPHER
002 2012-01-01 ROBBIE CHRISTOPHER

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	ROBBIE CHRISTOPHER
002	2014-01-01	ROBBIE CHRISTOPHER
002	2013-01-01	ROBBIE CHRISTOPHER
002	2012-01-01	ROBBIE CHRISTOPHER

Plan Statistics for FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 7
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	7
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,962
Expenses. Total of all expenses incurred	2015-12-31	$283,051
Benefits paid (including direct rollovers)	2015-12-31	$283,051
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$280,089
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$2,962
Net income (gross income less expenses)	2015-12-31	$-280,089
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$280,089
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$106,556
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$280,089
Total plan assets at beginning of year	2014-12-31	$173,583
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$38,363
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$4,013
Net income (gross income less expenses)	2014-12-31	$106,506
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$280,089
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$173,583
Total contributions received or receivable from employer(s)	2014-12-31	$64,180
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$99,169
Expenses. Total of all expenses incurred	2013-12-31	$350
Total plan assets at end of year	2013-12-31	$173,583
Total plan assets at beginning of year	2013-12-31	$74,764
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$37,337
Expenses. Other expenses not covered elsewhere	2013-12-31	$350
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$7,725
Net income (gross income less expenses)	2013-12-31	$98,819
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$173,583
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$74,764
Total contributions received or receivable from employer(s)	2013-12-31	$54,107
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$75,164
Expenses. Total of all expenses incurred	2012-12-31	$400
Total plan assets at end of year	2012-12-31	$74,764
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$28,273
Expenses. Other expenses not covered elsewhere	2012-12-31	$400
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$7
Net income (gross income less expenses)	2012-12-31	$74,764
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$74,764
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$46,884
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN

2015: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FRED E THOMPSON, DDS 401(K) 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FRED E THOMPSON, DDS 401(K) 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: FRED E THOMPSON, DDS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113879

Policy instance

Insurance contract or identification number	113879
Insurance policy start date	2015-03-12
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $315
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $315
Insurance broker organization code?	4
Insurance broker name	EDWARD JONES & COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113879

Policy instance

Insurance contract or identification number	113879
Number of Individuals Covered	9
Insurance policy start date	2014-03-12
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $628
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $628
Insurance broker organization code?	4
Insurance broker name	EDWARD JONES & COMPANY

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Company Name:	FRED E THOMPSON, DDS
Employer identification number (EIN):	270222094
NAIC Classification:	621210
NAIC Description:	Offices of Dentists