401k Plan data: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN plan

PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN
Plan identification number	002

PHILLIP H. MABRY, D.D.S., APC EMPLOYEES 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
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILLIP H. MABRY, D.D.S., APC has sponsored the creation of one or more 401k plans.

Company Name: PHILLIP H. MABRY, D.D.S., APC

Employer identification number (EIN): 731698028

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 PHILLIP H. MABRY
002 2011-01-01 PHILLIP H. MABRY
002 2010-01-01 PHILLIP H. MABRY
002 2009-01-01 PHILLIP H. MABRY
002 2009-01-01 PHILLIP H. MABRY

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	PHILLIP H. MABRY
002	2011-01-01	PHILLIP H. MABRY
002	2010-01-01	PHILLIP H. MABRY
002	2009-01-01	PHILLIP H. MABRY
002	2009-01-01	PHILLIP H. MABRY

Plan Statistics for PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2012: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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 7
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 2
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 H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 2
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 1

Measure	Date	Value
2012: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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	7
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	2
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 H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	2
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	1

Financial Data on PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2012 : PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$206,590
Expenses. Total of all expenses incurred	2012-12-31	$13,082
Benefits paid (including direct rollovers)	2012-12-31	$1,187
Total plan assets at end of year	2012-12-31	$1,383,793
Total plan assets at beginning of year	2012-12-31	$1,190,285
Value of fidelity bond covering the plan	2012-12-31	$75,000
Other income received	2012-12-31	$128,508
Net income (gross income less expenses)	2012-12-31	$193,508
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,383,793
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,190,285
Total contributions received or receivable from employer(s)	2012-12-31	$78,082
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,895
2011 : PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$82,120
Expenses. Total of all expenses incurred	2011-12-31	$12,740
Benefits paid (including direct rollovers)	2011-12-31	$1,722
Total plan assets at end of year	2011-12-31	$1,190,285
Total plan assets at beginning of year	2011-12-31	$1,120,905
Value of fidelity bond covering the plan	2011-12-31	$75,000
Other income received	2011-12-31	$-9,190
Net income (gross income less expenses)	2011-12-31	$69,380
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,190,285
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,120,905
Total contributions received or receivable from employer(s)	2011-12-31	$91,310
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,018
2010 : PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$209,774
Expenses. Total of all expenses incurred	2010-12-31	$8,554
Total plan assets at end of year	2010-12-31	$1,120,905
Total plan assets at beginning of year	2010-12-31	$919,685
Value of fidelity bond covering the plan	2010-12-31	$75,000
Other income received	2010-12-31	$127,690
Net income (gross income less expenses)	2010-12-31	$201,220
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,120,905
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$919,685
Total contributions received or receivable from employer(s)	2010-12-31	$82,084
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,554

Form 5500 Responses for PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN

2012: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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 H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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 H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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: PHILLIP H. MABRY, D.D.S., APC EMPLOYEES PROFIT SHARING PLAN 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 H. MABRY, D.D.S., APC
Employer identification number (EIN):	731698028
NAIC Classification:	621210
NAIC Description:	Offices of Dentists