401k Plan data: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN plan

DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN
Plan identification number	002

DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

DAVID G. LEBOWITZ, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID G. LEBOWITZ, D.M.D., P.C.

Employer identification number (EIN): 860625142

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 DAVID G. LEBOWITZ, D.M.D. 2018-08-15
002 2016-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2015-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2014-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2013-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2012-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2011-01-01 DAVID G. LEBOWITZ, D.M.D.
002 2010-01-01 DAVID G LEBOWITZ, D.M.D.
002 2009-01-01 DAVID G LEBOWITZ, D.M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	DAVID G. LEBOWITZ, D.M.D.	2018-08-15
002	2016-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2015-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2014-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2013-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2012-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2011-01-01	DAVID G. LEBOWITZ, D.M.D.
002	2010-01-01	DAVID G LEBOWITZ, D.M.D.
002	2009-01-01	DAVID G LEBOWITZ, D.M.D.

Plan Statistics for DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN

Measure Date Value
2016: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 926,202
Acturial value of plan assets 2016-12-31 926,202
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 977,535
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 977,535
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 977,535
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 210,798
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 210,798
Present value of excess contributions 2016-12-31 134,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 134,842
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 205,570
Total employer contributions 2016-12-31 302,415
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 300,025
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 146,554
Net shortfall amortization installment of oustanding balance 2016-12-31 269,052
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 208,657
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 208,657
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 300,025
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
2011: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
2010: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
2009: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 9
Total participants 2009-01-01 9

Measure	Date	Value
2016: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	926,202
Acturial value of plan assets	2016-12-31	926,202
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	977,535
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	977,535
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	977,535
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	210,798
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	210,798
Present value of excess contributions	2016-12-31	134,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	134,842
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	205,570
Total employer contributions	2016-12-31	302,415
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	300,025
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	146,554
Net shortfall amortization installment of oustanding balance	2016-12-31	269,052
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	208,657
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	208,657
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	300,025
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
2011: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
2010: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
2009: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	9
Total participants	2009-01-01	9

Financial Data on DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2016 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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	$407,166
Expenses. Total of all expenses incurred	2016-12-31	$1,250,715
Benefits paid (including direct rollovers)	2016-12-31	$1,249,633
Total plan assets at end of year	2016-12-31	$1,228,617
Total plan assets at beginning of year	2016-12-31	$2,072,166
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$0
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	$104,751
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-843,549
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,228,617
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,072,166
Total contributions received or receivable from employer(s)	2016-12-31	$302,415
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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	$110,999
Expenses. Total of all expenses incurred	2015-12-31	$8,972
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,072,166
Total plan assets at beginning of year	2015-12-31	$1,970,139
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$0
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	$-39,001
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$102,027
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,072,166
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,970,139
Total contributions received or receivable from employer(s)	2015-12-31	$150,000
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	$8,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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	$184,626
Expenses. Total of all expenses incurred	2014-12-31	$7,934
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,970,139
Total plan assets at beginning of year	2014-12-31	$1,793,447
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$0
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	$64,626
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$176,692
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,970,139
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,793,447
Total contributions received or receivable from employer(s)	2014-12-31	$120,000
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	$7,934
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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	$238,070
Expenses. Total of all expenses incurred	2013-12-31	$10,364
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,793,447
Total plan assets at beginning of year	2013-12-31	$1,565,741
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$118,070
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$227,706
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,793,447
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,565,741
Total contributions received or receivable from employer(s)	2013-12-31	$120,000
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	$10,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$208,499
Expenses. Total of all expenses incurred	2012-12-31	$10,511
Benefits paid (including direct rollovers)	2012-12-31	$835
Total plan assets at end of year	2012-12-31	$1,565,741
Total plan assets at beginning of year	2012-12-31	$1,367,753
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$88,499
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$197,988
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,565,741
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,367,753
Total contributions received or receivable from employer(s)	2012-12-31	$120,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$87,089
Expenses. Total of all expenses incurred	2011-12-31	$11,695
Benefits paid (including direct rollovers)	2011-12-31	$1,160
Total plan assets at end of year	2011-12-31	$1,367,753
Total plan assets at beginning of year	2011-12-31	$1,292,359
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,711
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$75,394
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,367,753
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,292,359
Total contributions received or receivable from employer(s)	2011-12-31	$101,800
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$192,465
Expenses. Total of all expenses incurred	2010-12-31	$3,493
Benefits paid (including direct rollovers)	2010-12-31	$1,186
Total plan assets at end of year	2010-12-31	$1,292,359
Total plan assets at beginning of year	2010-12-31	$1,103,387
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$84,060
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$188,972
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,292,359
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,103,387
Total contributions received or receivable from employer(s)	2010-12-31	$108,405
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN

2016: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT 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
2010: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID G. LEBOWITZ, D.M.D., P.C. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

103149PPM

Policy instance

Insurance contract or identification number	103149PPM
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,990
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	1ST GLOBAL INSURANCE SERVICES INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6120563

Policy instance

Insurance contract or identification number	01-6120563
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90363971

Policy instance

Insurance contract or identification number	90363971
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

103149PPM

Policy instance

Insurance contract or identification number	103149PPM
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,948
Insurance broker organization code?	3
Insurance broker name	1ST GLOBAL INSURANCE

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6120563

Policy instance

Insurance contract or identification number	01-6120563
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90363971

Policy instance

Insurance contract or identification number	90363971
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

103149PPM

Policy instance

Insurance contract or identification number	103149PPM
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-6120563

Policy instance

Insurance contract or identification number	01-6120563
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	1ST. GLOBAL CAPITAL CORP

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90363971

Policy instance

Insurance contract or identification number	90363971
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

103149PPM

Policy instance

Insurance contract or identification number	103149PPM
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

90363971

Policy instance

Insurance contract or identification number	90363971
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	DAVID G. LEBOWITZ, D.M.D., P.C.
Employer identification number (EIN):	860625142
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers