401k Plan data: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST plan

TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST
Plan identification number	003

TUPELO SMILES PARTNERSHIP RETIREMENT 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
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.
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

TUPELO SMILES PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: TUPELO SMILES PARTNERSHIP

Employer identification number (EIN): 640822484

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOHN KENNEY 2024-07-23
003 2022-01-01 JOHN KENNEY 2023-08-17
003 2021-01-01 JOHN KENNEY 2022-09-27
003 2020-01-01 JOHN KENNEY 2021-09-09 JOHN KENNEY 2021-09-09
003 2019-01-01 JOHN KENNEY 2020-09-10
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 JOHN P. KENNEY
003 2013-01-01 JOHN P. KENNEY
003 2012-01-01 JOHN P. KENNEY
003 2011-01-01 JOHN P. KENNEY
003 2010-01-01 JOHN P. KENNEY
003 2009-01-01 RICHARD A. CARON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JOHN KENNEY	2024-07-23
003	2022-01-01	JOHN KENNEY	2023-08-17
003	2021-01-01	JOHN KENNEY	2022-09-27
003	2020-01-01	JOHN KENNEY	2021-09-09	JOHN KENNEY	2021-09-09
003	2019-01-01	JOHN KENNEY	2020-09-10
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	JOHN P. KENNEY
003	2013-01-01	JOHN P. KENNEY
003	2012-01-01	JOHN P. KENNEY
003	2011-01-01	JOHN P. KENNEY
003	2010-01-01	JOHN P. KENNEY
003	2009-01-01	RICHARD A. CARON

Plan Statistics for TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST

401k plan membership statisitcs for TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST

Measure Date Value
2025: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-07-14 26
Total number of particpants at end of year 2025-07-14 30
Number of Participants With Account Balances 2025-07-14 30
2024: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-07-23 24
Total number of particpants at end of year 2024-07-23 26
Number of Participants With Account Balances 2024-07-23 26
2017: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 26
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 24
Number of participants with account balances 2015-01-01 23
2014: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
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 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-07-14	26
Total number of particpants at end of year	2025-07-14	30
Number of Participants With Account Balances	2025-07-14	30
2024: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-07-23	24
Total number of particpants at end of year	2024-07-23	26
Number of Participants With Account Balances	2024-07-23	26
2017: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	26
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	24
Number of participants with account balances	2015-01-01	23
2014: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
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	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST

Measure	Date	Value
2025 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-14	0
Total expenses incurred by plan in this plan year	2025-07-14	67615
Net assets as of the end of the plan year	2025-07-14	5934819
Total assets as of the beginning of the plan year	2025-07-14	5149349
Value of plan covered by a fidelity bond	2025-07-14	500000
Participant contributions to plan in this plan year	2025-07-14	205128
Value of participant loans at end of plan year	2025-07-14	4380
Other contributions to plan in this plan year	2025-07-14	0
Other income to plan in this plan year	2025-07-14	502454
Plan net income in this plan year	2025-07-14	785470
Net assets as of the end of the plan year	2025-07-14	5934819
Net assets as of the beginning of the plan year	2025-07-14	5149349
Employer contributions to plan in this plan year	2025-07-14	145503
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-14	30139
2024 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-23	0
Total expenses incurred by plan in this plan year	2024-07-23	68032
Net assets as of the end of the plan year	2024-07-23	5149349
Total assets as of the beginning of the plan year	2024-07-23	4362993
Value of plan covered by a fidelity bond	2024-07-23	500000
Participant contributions to plan in this plan year	2024-07-23	173411
Value of participant loans at end of plan year	2024-07-23	5667
Other contributions to plan in this plan year	2024-07-23	0
Other income to plan in this plan year	2024-07-23	574376
Plan net income in this plan year	2024-07-23	786356
Net assets as of the end of the plan year	2024-07-23	5149349
Net assets as of the beginning of the plan year	2024-07-23	4362993
Employer contributions to plan in this plan year	2024-07-23	106601
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-23	23649
2017 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$643,130
Expenses. Total of all expenses incurred	2017-12-31	$447,454
Benefits paid (including direct rollovers)	2017-12-31	$415,819
Total plan assets at end of year	2017-12-31	$3,210,598
Total plan assets at beginning of year	2017-12-31	$3,014,922
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$111,635
Other income received	2017-12-31	$429,501
Net income (gross income less expenses)	2017-12-31	$195,676
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,210,598
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,014,922
Assets. Value of participant loans	2017-12-31	$19,963
Total contributions received or receivable from employer(s)	2017-12-31	$101,994
Value of certain deemed distributions of participant loans	2017-12-31	$7,613
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$125,163
Expenses. Total of all expenses incurred	2016-12-31	$70,856
Benefits paid (including direct rollovers)	2016-12-31	$37,622
Total plan assets at end of year	2016-12-31	$3,014,922
Total plan assets at beginning of year	2016-12-31	$2,960,615
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$108,854
Other income received	2016-12-31	$-78,239
Net income (gross income less expenses)	2016-12-31	$54,307
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,014,922
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,960,615
Assets. Value of participant loans	2016-12-31	$35,170
Total contributions received or receivable from employer(s)	2016-12-31	$94,548
Value of certain deemed distributions of participant loans	2016-12-31	$9,591
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$44,288
Expenses. Total of all expenses incurred	2015-12-31	$245,595
Benefits paid (including direct rollovers)	2015-12-31	$218,265
Total plan assets at end of year	2015-12-31	$2,960,615
Total plan assets at beginning of year	2015-12-31	$3,161,922
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$105,354
Other income received	2015-12-31	$-155,264
Net income (gross income less expenses)	2015-12-31	$-201,307
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,960,615
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,161,922
Assets. Value of participant loans	2015-12-31	$42,169
Total contributions received or receivable from employer(s)	2015-12-31	$94,198
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$27,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$142,455
Expenses. Total of all expenses incurred	2014-12-31	$385,019
Benefits paid (including direct rollovers)	2014-12-31	$358,895
Total plan assets at end of year	2014-12-31	$3,161,922
Total plan assets at beginning of year	2014-12-31	$3,404,486
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$103,080
Other income received	2014-12-31	$-38,492
Net income (gross income less expenses)	2014-12-31	$-242,564
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,161,922
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,404,486
Assets. Value of participant loans	2014-12-31	$38,560
Total contributions received or receivable from employer(s)	2014-12-31	$77,867
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$26,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$730,184
Expenses. Total of all expenses incurred	2013-12-31	$1,142,194
Benefits paid (including direct rollovers)	2013-12-31	$1,110,816
Total plan assets at end of year	2013-12-31	$3,404,486
Total plan assets at beginning of year	2013-12-31	$3,816,496
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$106,901
Other income received	2013-12-31	$548,412
Net income (gross income less expenses)	2013-12-31	$-412,010
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,404,486
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,816,496
Assets. Value of participant loans	2013-12-31	$51,029
Total contributions received or receivable from employer(s)	2013-12-31	$74,871
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$31,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$595,448
Expenses. Total of all expenses incurred	2012-12-31	$278,263
Benefits paid (including direct rollovers)	2012-12-31	$250,000
Total plan assets at end of year	2012-12-31	$3,816,496
Total plan assets at beginning of year	2012-12-31	$3,499,311
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$101,949
Other income received	2012-12-31	$414,382
Net income (gross income less expenses)	2012-12-31	$317,185
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,816,496
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,499,311
Assets. Value of participant loans	2012-12-31	$38,832
Total contributions received or receivable from employer(s)	2012-12-31	$79,117
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$28,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TUPELO SMILES PARTNERSHIP RETIREMENT 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	$202,380
Expenses. Total of all expenses incurred	2011-12-31	$268,893
Benefits paid (including direct rollovers)	2011-12-31	$250,000
Total plan assets at end of year	2011-12-31	$3,499,311
Total plan assets at beginning of year	2011-12-31	$3,565,824
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$94,161
Expenses. Other expenses not covered elsewhere	2011-12-31	$18,893
Other income received	2011-12-31	$43,233
Net income (gross income less expenses)	2011-12-31	$-66,513
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,499,311
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,565,824
Assets. Value of participant loans	2011-12-31	$31,748
Total contributions received or receivable from employer(s)	2011-12-31	$64,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 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	$455,149
Expenses. Total of all expenses incurred	2010-12-31	$266,703
Benefits paid (including direct rollovers)	2010-12-31	$240,048
Total plan assets at end of year	2010-12-31	$3,565,824
Total plan assets at beginning of year	2010-12-31	$3,377,378
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$98,478
Expenses. Other expenses not covered elsewhere	2010-12-31	$26,655
Other income received	2010-12-31	$295,505
Net income (gross income less expenses)	2010-12-31	$188,446
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,565,824
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,377,378
Total contributions received or receivable from employer(s)	2010-12-31	$61,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST

2017: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TUPELO SMILES PARTNERSHIP RETIREMENT 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: TUPELO SMILES PARTNERSHIP RETIREMENT 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: TUPELO SMILES PARTNERSHIP RETIREMENT 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: TUPELO SMILES PARTNERSHIP RETIREMENT 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: TUPELO SMILES PARTNERSHIP RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: TUPELO SMILES PARTNERSHIP RETIREMENT 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:	TUPELO SMILES PARTNERSHIP
Employer identification number (EIN):	640822484
NAIC Classification:	621210
NAIC Description:	Offices of Dentists