401k Plan data: PERIODONTICS, P.C. 401K PLAN plan

PERIODONTICS, P.C. 401K PLAN 401k Plan overview

Plan Name	PERIODONTICS, P.C. 401K PLAN
Plan identification number	003

PERIODONTICS, P.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PERIODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTICS, P.C.

Employer identification number (EIN): 810442134

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTICS, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 BENJAMIN F. YONCE, CPA, CVA
003 2011-01-01 BENJAMIN F YONCE CPA CVA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	BENJAMIN F. YONCE, CPA, CVA
003	2011-01-01	BENJAMIN F YONCE CPA CVA

Plan Statistics for PERIODONTICS, P.C. 401K PLAN

401k plan membership statisitcs for PERIODONTICS, P.C. 401K PLAN

Measure Date Value
2012: PERIODONTICS, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PERIODONTICS, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10

Measure	Date	Value
2012: PERIODONTICS, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PERIODONTICS, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10

Financial Data on PERIODONTICS, P.C. 401K PLAN

Measure	Date	Value
2012 : PERIODONTICS, P.C. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$150,150
Total plan assets at end of year	2012-12-31	$552,208
Total plan assets at beginning of year	2012-12-31	$402,058
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$42,903
Other income received	2012-12-31	$33,364
Net income (gross income less expenses)	2012-12-31	$150,150
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$552,208
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$402,058
Total contributions received or receivable from employer(s)	2012-12-31	$73,883
2011 : PERIODONTICS, P.C. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$199,202
Expenses. Total of all expenses incurred	2011-12-31	$1,400
Total plan assets at end of year	2011-12-31	$402,058
Total plan assets at beginning of year	2011-12-31	$204,256
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$80,974
Other income received	2011-12-31	$21
Net income (gross income less expenses)	2011-12-31	$197,802
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$402,058
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$204,256
Total contributions received or receivable from employer(s)	2011-12-31	$118,207
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,400

Form 5500 Responses for PERIODONTICS, P.C. 401K PLAN

2012: PERIODONTICS, P.C. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERIODONTICS, P.C. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PERIODONTICS, P.C. EMPLOYEES PROFIT SHARING PLAN [EIN = 061070294]

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Company Name:	PERIODONTICS, P.C.
Employer identification number (EIN):	810442134
NAIC Classification:	621210
NAIC Description:	Offices of Dentists