401k Plan data: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN plan

THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN
Plan identification number	002

THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

ANGELICA R. ROHNER, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name: ANGELICA R. ROHNER, DMD, PA

Employer identification number (EIN): 630728822

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 JENNIFER CULBERTSON 2024-04-03
002 2021-07-01 MACEY FRANKLIN 2023-04-18
002 2020-07-01 ANGELICA ROHNER 2021-10-12
002 2019-07-01 ANGELICA ROHNER 2020-09-23
002 2018-07-01 ANGELICA ROHNER 2019-09-20
002 2017-07-01 ANGELICA ROHNER 2019-01-15
002 2016-07-01 ANGELICA ROHNER 2018-01-29
002 2015-07-01 ANGELICA ROHNER 2016-10-03
002 2014-07-01 ANGELICA ROHNER 2015-12-07
002 2013-07-01 ANGELICA ROHNER 2015-01-12
002 2012-07-01 ANGELICA ROHNER 2015-04-13
002 2011-07-01 ANGELICA ROHNER
002 2010-07-01 ANGELICA ROHNER
002 2009-07-01 ANGELICA ROHNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01	JENNIFER CULBERTSON	2024-04-03
002	2021-07-01	MACEY FRANKLIN	2023-04-18
002	2020-07-01	ANGELICA ROHNER	2021-10-12
002	2019-07-01	ANGELICA ROHNER	2020-09-23
002	2018-07-01	ANGELICA ROHNER	2019-09-20
002	2017-07-01	ANGELICA ROHNER	2019-01-15
002	2016-07-01	ANGELICA ROHNER	2018-01-29
002	2015-07-01	ANGELICA ROHNER	2016-10-03
002	2014-07-01	ANGELICA ROHNER	2015-12-07
002	2013-07-01	ANGELICA ROHNER	2015-01-12
002	2012-07-01	ANGELICA ROHNER	2015-04-13
002	2011-07-01	ANGELICA ROHNER
002	2010-07-01	ANGELICA ROHNER
002	2009-07-01	ANGELICA ROHNER

Plan Statistics for THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN

401k plan membership statisitcs for THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN

Measure Date Value
2011: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 13
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 13
Number of participants with account balances 2011-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 13
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 13
Number of participants with account balances 2010-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 12
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 1
Total of all active and inactive participants 2009-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 13
Number of participants with account balances 2009-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	13
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	13
Number of participants with account balances	2011-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	13
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	13
Number of participants with account balances	2010-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	12
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	1
Total of all active and inactive participants	2009-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	13
Number of participants with account balances	2009-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN

Measure	Date	Value
2012 : THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$30,593
Expenses. Total of all expenses incurred	2012-06-30	$1,224
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$1,070,780
Total plan assets at beginning of year	2012-06-30	$1,041,411
Value of fidelity bond covering the plan	2012-06-30	$175,000
Total contributions received or receivable from participants	2012-06-30	$10,161
Expenses. Other expenses not covered elsewhere	2012-06-30	$1,224
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$10,272
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$29,369
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,070,780
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,041,411
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	2012-06-30	$4
Total contributions received or receivable from employer(s)	2012-06-30	$10,160
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$201,379
Expenses. Total of all expenses incurred	2011-06-30	$14,686
Benefits paid (including direct rollovers)	2011-06-30	$14,686
Total plan assets at end of year	2011-06-30	$1,041,411
Total plan assets at beginning of year	2011-06-30	$854,718
Value of fidelity bond covering the plan	2011-06-30	$400,000
Total contributions received or receivable from participants	2011-06-30	$25,943
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$159,607
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$186,693
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,041,411
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$854,718
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	2011-06-30	$917
Total contributions received or receivable from employer(s)	2011-06-30	$15,829
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0

Form 5500 Responses for THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN

2011: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: THE ANGELICA R. ROHNER, DMD, PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
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)	No
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

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Company Name:	ANGELICA R. ROHNER, DMD, PA
Employer identification number (EIN):	630728822
NAIC Classification:	621210
NAIC Description:	Offices of Dentists