401k Plan data: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST plan

APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

APPLEGATE FAMILY DENTISTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name: APPLEGATE FAMILY DENTISTRY, INC.

Employer identification number (EIN): 352086831

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-10-01 GREGORY APPLEGATE, D.D.S. GREGORY A. APPLEGATE, D.D.S. 2015-10-15
001 2013-10-01 GREGORY APPLEGATE
001 2012-10-01 GREGORY APPLEGATE
001 2011-10-01 GREGORY APPLEGATE
001 2009-10-01 GREGORY APPLEGATE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-10-01	GREGORY APPLEGATE, D.D.S.	GREGORY A. APPLEGATE, D.D.S.	2015-10-15
001	2013-10-01	GREGORY APPLEGATE
001	2012-10-01	GREGORY APPLEGATE
001	2011-10-01	GREGORY APPLEGATE
001	2009-10-01	GREGORY APPLEGATE

Plan Statistics for APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 0
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 0
Number of participants with account balances 2014-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 6
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 6
Number of participants with account balances 2013-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 6
Number of participants with account balances 2012-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 6
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 6
Number of participants with account balances 2011-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 5
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 5
Number of participants with account balances 2009-10-01 5

Measure	Date	Value
2014: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	0
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	0
Number of participants with account balances	2014-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	6
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	6
Number of participants with account balances	2013-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	6
Number of participants with account balances	2012-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	6
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	6
Number of participants with account balances	2011-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	5
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	5
Number of participants with account balances	2009-10-01	5

Financial Data on APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-09-30	$-2,397
Expenses. Total of all expenses incurred	2015-09-30	$244,845
Benefits paid (including direct rollovers)	2015-09-30	$243,580
Total plan assets at end of year	2015-09-30	$0
Total plan assets at beginning of year	2015-09-30	$247,242
Value of fidelity bond covering the plan	2015-09-30	$30,000
Expenses. Other expenses not covered elsewhere	2015-09-30	$1,265
Other income received	2015-09-30	$-6,897
Net income (gross income less expenses)	2015-09-30	$-247,242
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$247,242
Total contributions received or receivable from employer(s)	2015-09-30	$4,500
2014 : APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-09-30	$22,571
Expenses. Total of all expenses incurred	2014-09-30	$6,699
Benefits paid (including direct rollovers)	2014-09-30	$4,773
Total plan assets at end of year	2014-09-30	$247,242
Total plan assets at beginning of year	2014-09-30	$231,370
Value of fidelity bond covering the plan	2014-09-30	$30,000
Expenses. Other expenses not covered elsewhere	2014-09-30	$1,926
Other income received	2014-09-30	$16,571
Net income (gross income less expenses)	2014-09-30	$15,872
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$247,242
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$231,370
Total contributions received or receivable from employer(s)	2014-09-30	$6,000
2013 : APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-09-30	$-2,482
Expenses. Total of all expenses incurred	2013-09-30	$4,358
Total plan assets at end of year	2013-09-30	$231,370
Total plan assets at beginning of year	2013-09-30	$238,210
Value of fidelity bond covering the plan	2013-09-30	$30,000
Expenses. Other expenses not covered elsewhere	2013-09-30	$4,358
Other income received	2013-09-30	$-8,482
Net income (gross income less expenses)	2013-09-30	$-6,840
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$231,370
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$238,210
Total contributions received or receivable from employer(s)	2013-09-30	$6,000
2012 : APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-09-30	$26,384
Expenses. Total of all expenses incurred	2012-09-30	$1,768
Total plan assets at end of year	2012-09-30	$238,210
Total plan assets at beginning of year	2012-09-30	$213,594
Value of fidelity bond covering the plan	2012-09-30	$30,000
Expenses. Other expenses not covered elsewhere	2012-09-30	$1,768
Other income received	2012-09-30	$20,384
Net income (gross income less expenses)	2012-09-30	$24,616
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$238,210
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$213,594
Total contributions received or receivable from employer(s)	2012-09-30	$6,000
2011 : APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-09-30	$13,804
Expenses. Total of all expenses incurred	2011-09-30	$1,657
Total plan assets at end of year	2011-09-30	$213,594
Total plan assets at beginning of year	2011-09-30	$201,447
Value of fidelity bond covering the plan	2011-09-30	$30,000
Expenses. Other expenses not covered elsewhere	2011-09-30	$1,657
Other income received	2011-09-30	$7,804
Net income (gross income less expenses)	2011-09-30	$12,147
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$213,594
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$201,447
Total contributions received or receivable from employer(s)	2011-09-30	$6,000

Form 5500 Responses for APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST

2014: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	This submission is the final filing	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: APPLEGATE FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	APPLEGATE FAMILY DENTISTRY, INC.
Employer identification number (EIN):	352086831
NAIC Classification:	621210
NAIC Description:	Offices of Dentists