| Plan Name | PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PAHLS DENTISTRY, P.C. |
| Employer identification number (EIN): | 270364483 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2009-07-01 | HEIDI PAHLS | HEIDI PAHLS | 2010-09-15 |
| Measure | Date | Value |
|---|---|---|
| 2009: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 7 |
| Number of participants with account balances | 2009-07-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total plan liabilities at end of year | 2010-12-31 | $3,000 |
| Total plan liabilities at beginning of year | 2010-12-31 | $2,250 |
| Total income from all sources | 2010-12-31 | $164,081 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,421 |
| Total plan assets at end of year | 2010-12-31 | $785,708 |
| Total plan assets at beginning of year | 2010-12-31 | $638,298 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $61,047 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $17,421 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $20,579 |
| Other income received | 2010-12-31 | $55,119 |
| Net income (gross income less expenses) | 2010-12-31 | $146,660 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $782,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $636,048 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $303,636 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $27,336 |
| 2009: PAHLS DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |