401k Plan data: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN plan

STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN
Plan identification number	001

STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED 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.
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

STEPHENS AND PARK DDS has sponsored the creation of one or more 401k plans.

Company Name: STEPHENS AND PARK DDS

Employer identification number (EIN): 770094785

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES STEPHENS
001 2017-01-01 JAMES STEPHENS
001 2016-01-01 JAMES STEPHENS
001 2015-01-01 JAMES STEPHENS
001 2014-01-01 JAMES STEPHENS
001 2014-01-01 JAMES STEPHENS
001 2013-01-01 JAMES STEPHENS
001 2012-01-01 JAMES STEPHENS 2013-05-20 SUSAN PARK 2013-05-20
001 2011-01-01 SUSAN PARK 2012-06-14 JAMES STEPHENS 2012-05-02
001 2010-01-01 SUSAN PARK 2011-06-29 JAMES STEPHENS 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMES STEPHENS
001	2017-01-01	JAMES STEPHENS
001	2016-01-01	JAMES STEPHENS
001	2015-01-01	JAMES STEPHENS
001	2014-01-01	JAMES STEPHENS
001	2014-01-01	JAMES STEPHENS
001	2013-01-01	JAMES STEPHENS
001	2012-01-01	JAMES STEPHENS	2013-05-20	SUSAN PARK	2013-05-20
001	2011-01-01	SUSAN PARK	2012-06-14	JAMES STEPHENS	2012-05-02
001	2010-01-01	SUSAN PARK	2011-06-29	JAMES STEPHENS	2011-06-29

Plan Statistics for STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN

Measure Date Value
2020: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
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 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2020: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
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	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN

Measure	Date	Value
2020 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-11-25	$0
Total plan liabilities at end of year	2020-11-25	$0
Total plan liabilities at beginning of year	2020-11-25	$0
Total income from all sources	2020-11-25	$179,026
Expenses. Total of all expenses incurred	2020-11-25	$4,983,925
Benefits paid (including direct rollovers)	2020-11-25	$4,983,850
Total plan assets at end of year	2020-11-25	$0
Total plan assets at beginning of year	2020-11-25	$4,804,899
Value of fidelity bond covering the plan	2020-11-25	$450,000
Total contributions received or receivable from participants	2020-11-25	$50,000
Expenses. Other expenses not covered elsewhere	2020-11-25	$0
Contributions received from other sources (not participants or employers)	2020-11-25	$0
Other income received	2020-11-25	$129,026
Noncash contributions received	2020-11-25	$0
Net income (gross income less expenses)	2020-11-25	$-4,804,899
Net plan assets at end of year (total assets less liabilities)	2020-11-25	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-11-25	$4,804,899
Total contributions received or receivable from employer(s)	2020-11-25	$0
Value of certain deemed distributions of participant loans	2020-11-25	$0
Value of corrective distributions	2020-11-25	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-25	$75
2019 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$983,883
Expenses. Total of all expenses incurred	2019-12-31	$674,127
Benefits paid (including direct rollovers)	2019-12-31	$673,250
Total plan assets at end of year	2019-12-31	$4,804,899
Total plan assets at beginning of year	2019-12-31	$4,495,143
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$576
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$849,112
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$309,756
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,804,899
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,495,143
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$134,195
Value of certain deemed distributions of participant loans	2019-12-31	$808
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$69
2018 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-53,563
Expenses. Total of all expenses incurred	2018-12-31	$18,280
Benefits paid (including direct rollovers)	2018-12-31	$18,117
Total plan assets at end of year	2018-12-31	$4,495,143
Total plan assets at beginning of year	2018-12-31	$4,566,986
Value of fidelity bond covering the plan	2018-12-31	$450,000
Total contributions received or receivable from participants	2018-12-31	$54,909
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-243,317
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-71,843
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,495,143
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,566,986
Assets. Value of participant loans	2018-12-31	$20,457
Total contributions received or receivable from employer(s)	2018-12-31	$134,845
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$163
2017 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$764,747
Expenses. Total of all expenses incurred	2017-12-31	$2,414
Benefits paid (including direct rollovers)	2017-12-31	$2,339
Total plan assets at end of year	2017-12-31	$4,566,986
Total plan assets at beginning of year	2017-12-31	$3,804,653
Value of fidelity bond covering the plan	2017-12-31	$450,000
Total contributions received or receivable from participants	2017-12-31	$52,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$580,729
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$762,333
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,566,986
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,804,653
Assets. Value of participant loans	2017-12-31	$3,243
Total contributions received or receivable from employer(s)	2017-12-31	$132,018
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$75
2016 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$362,936
Expenses. Total of all expenses incurred	2016-12-31	$30,333
Benefits paid (including direct rollovers)	2016-12-31	$22,180
Total plan assets at end of year	2016-12-31	$3,804,653
Total plan assets at beginning of year	2016-12-31	$3,472,050
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$48,175
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$228,025
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$332,603
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,804,653
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,472,050
Assets. Value of participant loans	2016-12-31	$12,881
Total contributions received or receivable from employer(s)	2016-12-31	$86,736
Value of certain deemed distributions of participant loans	2016-12-31	$8,040
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$113
2015 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$130,221
Expenses. Total of all expenses incurred	2015-12-31	$6,713
Benefits paid (including direct rollovers)	2015-12-31	$6,438
Total plan assets at end of year	2015-12-31	$3,472,050
Total plan assets at beginning of year	2015-12-31	$3,348,542
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$35,025
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-48,788
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$123,508
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,472,050
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,348,542
Assets. Value of participant loans	2015-12-31	$29,856
Total contributions received or receivable from employer(s)	2015-12-31	$143,984
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$275
2014 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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	$254,969
Expenses. Total of all expenses incurred	2014-12-31	$15,622
Benefits paid (including direct rollovers)	2014-12-31	$15,445
Total plan assets at end of year	2014-12-31	$3,348,542
Total plan assets at beginning of year	2014-12-31	$3,109,195
Total contributions received or receivable from participants	2014-12-31	$24,575
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	$146,666
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$239,347
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,348,542
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,109,195
Assets. Value of participant loans	2014-12-31	$21,994
Total contributions received or receivable from employer(s)	2014-12-31	$83,728
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	$177
2013 : STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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	$383,183
Expenses. Total of all expenses incurred	2013-12-31	$35,943
Benefits paid (including direct rollovers)	2013-12-31	$35,880
Total plan assets at end of year	2013-12-31	$3,109,195
Total plan assets at beginning of year	2013-12-31	$2,761,955
Total contributions received or receivable from participants	2013-12-31	$14,100
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	$297,269
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$347,240
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,109,195
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,761,955
Assets. Value of participant loans	2013-12-31	$10,788
Total contributions received or receivable from employer(s)	2013-12-31	$71,814
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	$63

Form 5500 Responses for STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN

2020: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: STEPHENS AND PARK 401(K) SAFE HARBOR CROSS TESTED PROFIT SHARING PLAN 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

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Company Name:	STEPHENS AND PARK DDS
Employer identification number (EIN):	770094785
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)