401k Plan data: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST plan

PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number	002

PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 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
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

PHILLIP G MCCLARY DMD MSCO PA has sponsored the creation of one or more 401k plans.

Company Name: PHILLIP G MCCLARY DMD MSCO PA

Employer identification number (EIN): 570702697

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JUANITA WOODS
002 2011-01-01 CHARLES FLIFLET
002 2010-01-01 CHARLES FLIFLET
002 2009-01-01 CHARLES FLIFLET

Plan Statistics for PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
2011: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
2011: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$139,633
Expenses. Total of all expenses incurred	2014-12-31	$858,582
Benefits paid (including direct rollovers)	2014-12-31	$850,000
Total plan assets at end of year	2014-12-31	$897,120
Total plan assets at beginning of year	2014-12-31	$1,616,069
Value of fidelity bond covering the plan	2014-12-31	$1,450,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$8,582
Other income received	2014-12-31	$139,633
Net income (gross income less expenses)	2014-12-31	$-718,949
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$897,120
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,616,069
Assets. Value of real-estate (other than employer real property)	2014-12-31	$275,000
2013 : PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$886
Total income from all sources	2013-12-31	$206,169
Expenses. Total of all expenses incurred	2013-12-31	$259,705
Benefits paid (including direct rollovers)	2013-12-31	$257,270
Total plan assets at end of year	2013-12-31	$1,616,069
Total plan assets at beginning of year	2013-12-31	$1,670,491
Value of fidelity bond covering the plan	2013-12-31	$1,450,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,435
Other income received	2013-12-31	$206,169
Net income (gross income less expenses)	2013-12-31	$-53,536
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,616,069
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,669,605
Assets. Value of real-estate (other than employer real property)	2013-12-31	$815,000
2012 : PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$886
Total income from all sources	2012-12-31	$-29,342
Expenses. Total of all expenses incurred	2012-12-31	$15,013
Benefits paid (including direct rollovers)	2012-12-31	$4,430
Total plan assets at end of year	2012-12-31	$1,670,491
Total plan assets at beginning of year	2012-12-31	$1,713,960
Value of fidelity bond covering the plan	2012-12-31	$1,450,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,583
Other income received	2012-12-31	$-79,342
Net income (gross income less expenses)	2012-12-31	$-44,355
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,669,605
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,713,960
Assets. Value of real-estate (other than employer real property)	2012-12-31	$815,000
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 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	$39,167
Expenses. Total of all expenses incurred	2011-12-31	$459
Total plan assets at end of year	2011-12-31	$1,713,960
Total plan assets at beginning of year	2011-12-31	$1,675,253
Value of fidelity bond covering the plan	2011-12-31	$1,450,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$459
Other income received	2011-12-31	$-45,919
Net income (gross income less expenses)	2011-12-31	$38,708
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,713,960
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,675,253
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,020,000
Total contributions received or receivable from employer(s)	2011-12-31	$85,086
2010 : PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$85,711
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	$96,547
Expenses. Total of all expenses incurred	2010-12-31	$10,836
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,675,253
Total plan assets at beginning of year	2010-12-31	$1,589,542
Value of fidelity bond covering the plan	2010-12-31	$1,450,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,836
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$96,547
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$85,711
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,675,253
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,589,542
Assets. Value of real-estate (other than employer real property)	2010-12-31	$1,120,305
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST

2014: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 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: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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
2011: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILLIP G MCCLARY DMD MSCO PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILLIP G MCCLARY DMD MSCO PA
Employer identification number (EIN):	570702697
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JUANITA WOODS
002	2011-01-01	CHARLES FLIFLET
002	2010-01-01	CHARLES FLIFLET
002	2009-01-01	CHARLES FLIFLET