401k Plan data: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN plan

MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN
Plan identification number	001

MABRY, REHDER & AKHRASS, 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MABRY, REHDER & AKHRASS, DDS, LLP has sponsored the creation of one or more 401k plans.

Company Name: MABRY, REHDER & AKHRASS, DDS, LLP

Employer identification number (EIN): 621664446

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARY LOU FOX 2023-06-06
001 2021-01-01 DON MABRY 2022-08-15
001 2020-01-01 DON MABRY 2021-06-29
001 2018-01-01 DON MABRY 2019-05-09
001 2017-01-01 DON MABRY 2018-05-30
001 2016-01-01 DON MABRY 2017-07-06
001 2015-01-01 DON MABRY 2016-07-25
001 2014-01-01 DON MABRY 2015-06-08
001 2013-01-01 DON MABRY
001 2012-01-01 DON MABRY
001 2011-01-01 DON MABRY
001 2010-01-01 DON MABRY
001 2009-01-01 DON MABRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARY LOU FOX	2023-06-06
001	2021-01-01	DON MABRY	2022-08-15
001	2020-01-01	DON MABRY	2021-06-29
001	2018-01-01	DON MABRY	2019-05-09
001	2017-01-01	DON MABRY	2018-05-30
001	2016-01-01	DON MABRY	2017-07-06
001	2015-01-01	DON MABRY	2016-07-25
001	2014-01-01	DON MABRY	2015-06-08
001	2013-01-01	DON MABRY
001	2012-01-01	DON MABRY
001	2011-01-01	DON MABRY
001	2010-01-01	DON MABRY
001	2009-01-01	DON MABRY

Plan Statistics for MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
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 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
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 1
Total of all active and inactive participants 2010-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 1
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
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	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
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	1
Total of all active and inactive participants	2010-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	1
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 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	$0
Total income from all sources	2013-12-31	$512,055
Total plan assets at end of year	2013-12-31	$2,347,267
Total plan assets at beginning of year	2013-12-31	$1,835,212
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$97,179
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$322,186
Net income (gross income less expenses)	2013-12-31	$512,055
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,347,267
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,835,212
Assets. Value of participant loans	2013-12-31	$42,933
Total contributions received or receivable from employer(s)	2013-12-31	$92,690
2012 : MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 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	$345,768
Expenses. Total of all expenses incurred	2012-12-31	$3,721
Benefits paid (including direct rollovers)	2012-12-31	$2,387
Total plan assets at end of year	2012-12-31	$1,835,212
Total plan assets at beginning of year	2012-12-31	$1,493,165
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$82,569
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,334
Other income received	2012-12-31	$200,327
Net income (gross income less expenses)	2012-12-31	$342,047
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,835,212
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,493,165
Assets. Value of participant loans	2012-12-31	$1,465
Total contributions received or receivable from employer(s)	2012-12-31	$62,872
2011 : MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 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	$83,270
Expenses. Total of all expenses incurred	2011-12-31	$7,019
Benefits paid (including direct rollovers)	2011-12-31	$7,019
Total plan assets at end of year	2011-12-31	$1,493,165
Total plan assets at beginning of year	2011-12-31	$1,416,914
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$72,535
Other income received	2011-12-31	$-32,061
Net income (gross income less expenses)	2011-12-31	$76,251
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,493,165
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,416,914
Assets. Value of participant loans	2011-12-31	$3,416
Total contributions received or receivable from employer(s)	2011-12-31	$42,796
2010 : MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2010 401k financial data
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	$269,985
Expenses. Total of all expenses incurred	2010-12-31	$4,973
Benefits paid (including direct rollovers)	2010-12-31	$4,973
Total plan assets at end of year	2010-12-31	$1,416,914
Total plan assets at beginning of year	2010-12-31	$1,151,902
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$87,299
Other income received	2010-12-31	$149,714
Net income (gross income less expenses)	2010-12-31	$265,012
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,416,914
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,151,902
Assets. Value of participant loans	2010-12-31	$5,418
Total contributions received or receivable from employer(s)	2010-12-31	$32,972

Form 5500 Responses for MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN

2013: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MABRY, REHDER & AKHRASS, DDS, 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	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

15348

Policy instance

Insurance contract or identification number	15348
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,370
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,360
Insurance broker organization code?	3
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

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

Policy contract number

15348

Policy instance

Insurance contract or identification number	15348
Number of Individuals Covered	18
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,043
Total amount of fees paid to insurance company	USD $60
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,043
Insurance broker organization code?	3
Amount paid for insurance broker fees	60
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

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

Policy contract number

15348

Policy instance

Insurance contract or identification number	15348
Number of Individuals Covered	19
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,634
Total amount of fees paid to insurance company	USD $832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

15348

Policy instance

Insurance contract or identification number	15348
Number of Individuals Covered	19
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

15348

Policy instance

Insurance contract or identification number	15348
Number of Individuals Covered	19
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,003
Total amount of fees paid to insurance company	USD $445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,544
Insurance broker organization code?	3
Amount paid for insurance broker fees	445
Additional information about fees paid to insurance broker	RECORDKEEPING
Insurance broker name	FINANCIAL SERVICE ASSOCIATES, INC.

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Company Name:	MABRY, REHDER & AKHRASS, DDS, LLP
Employer identification number (EIN):	621664446
NAIC Classification:	621210
NAIC Description:	Offices of Dentists