401k Plan data: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST plan

LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 401k Plan overview

Plan Name	LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST
Plan identification number	004

LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LARRY J. COOK, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: LARRY J. COOK, D.M.D., P.A.

Employer identification number (EIN): 593066512

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-01-01 LARRY J. COOK, D.M.D.
004 2013-01-01 LARRY J. COOK, D.M.D.
004 2012-01-01 LARRY J. COOK, D.M.D.
004 2011-01-01 LARRY J. COOK, D.M.D.
004 2009-01-01 LARRY J. COOK, D.M.D.
004 2009-01-01 LARRY J. COOK, D.M.D.

Plan id#	Filing Submission Date	Name of Administrator
004	2014-01-01	LARRY J. COOK, D.M.D.
004	2013-01-01	LARRY J. COOK, D.M.D.
004	2012-01-01	LARRY J. COOK, D.M.D.
004	2011-01-01	LARRY J. COOK, D.M.D.
004	2009-01-01	LARRY J. COOK, D.M.D.
004	2009-01-01	LARRY J. COOK, D.M.D.

Plan Statistics for LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST

401k plan membership statisitcs for LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST

Measure Date Value
2014: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
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 1
2013: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
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: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
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	1
2013: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST

Measure	Date	Value
2014 : LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$92,559
Expenses. Total of all expenses incurred	2014-12-31	$11,441
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,274,654
Total plan assets at beginning of year	2014-12-31	$1,193,536
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$31,339
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$24,216
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$81,118
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,274,654
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,193,536
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$76,595
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$104
Total contributions received or receivable from employer(s)	2014-12-31	$37,004
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,441
2013 : LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$156,663
Expenses. Total of all expenses incurred	2013-12-31	$10,204
Benefits paid (including direct rollovers)	2013-12-31	$137
Total plan assets at end of year	2013-12-31	$1,193,536
Total plan assets at beginning of year	2013-12-31	$1,047,077
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$28,478
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$118,185
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$146,459
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,193,536
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,047,077
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$93,146
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$104
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,067
2012 : LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$125,740
Expenses. Total of all expenses incurred	2012-12-31	$8,677
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,047,077
Total plan assets at beginning of year	2012-12-31	$930,014
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$26,088
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$95,646
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$117,063
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,047,077
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$930,014
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$95,760
Total contributions received or receivable from employer(s)	2012-12-31	$4,006
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,677
2011 : LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$36,456
Expenses. Total of all expenses incurred	2011-12-31	$16,859
Benefits paid (including direct rollovers)	2011-12-31	$8,751
Total plan assets at end of year	2011-12-31	$930,014
Total plan assets at beginning of year	2011-12-31	$910,417
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$24,837
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,661
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$19,597
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$930,014
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$910,417
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$94,501
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$4,168
Total contributions received or receivable from employer(s)	2011-12-31	$3,958
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,108
2010 : LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$99,919
Expenses. Total of all expenses incurred	2010-12-31	$7,383
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$910,417
Total plan assets at beginning of year	2010-12-31	$817,881
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$21,415
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$75,421
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$92,536
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$910,417
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$817,881
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$92,988
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$16,135
Total contributions received or receivable from employer(s)	2010-12-31	$3,083
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	$7,383

Form 5500 Responses for LARRY J. COOK, D.M.D., P.A. 401K PLAN AND TRUST

2014: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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
2009: LARRY J. COOK, D.M.D., P.A. 401K PLAN AND 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:	LARRY J. COOK, D.M.D., P.A.
Employer identification number (EIN):	593066512
NAIC Classification:	621210
NAIC Description:	Offices of Dentists