401k Plan data: ALDERWOOD DENTAL PROFIT SHARING PLAN plan

ALDERWOOD DENTAL PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALDERWOOD DENTAL PROFIT SHARING PLAN
Plan identification number	001

ALDERWOOD DENTAL PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

JOHN SHUMAKER has sponsored the creation of one or more 401k plans.

Company Name: JOHN SHUMAKER

Employer identification number (EIN): 911138512

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALDERWOOD DENTAL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2017-01-19
001 2015-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2016-07-22
001 2014-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2015-02-19
001 2013-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2014-06-12
001 2012-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2013-03-25
001 2011-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2012-05-23
001 2009-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2010-07-27
001 2009-01-01 JOHN W SHUMAKER JOHN W SHUMAKER 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2017-01-19
001	2015-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2016-07-22
001	2014-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2015-02-19
001	2013-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2014-06-12
001	2012-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2013-03-25
001	2011-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2012-05-23
001	2009-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2010-07-27
001	2009-01-01	JOHN W SHUMAKER	JOHN W SHUMAKER	2010-07-27

Plan Statistics for ALDERWOOD DENTAL PROFIT SHARING PLAN

401k plan membership statisitcs for ALDERWOOD DENTAL PROFIT SHARING PLAN

Measure Date Value
2016: ALDERWOOD DENTAL PROFIT SHARING PLAN 2016 401k membership
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 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: ALDERWOOD DENTAL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: ALDERWOOD DENTAL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: ALDERWOOD DENTAL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: ALDERWOOD DENTAL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: ALDERWOOD DENTAL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: ALDERWOOD DENTAL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2016: ALDERWOOD DENTAL PROFIT SHARING PLAN 2016 401k membership
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	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: ALDERWOOD DENTAL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: ALDERWOOD DENTAL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: ALDERWOOD DENTAL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: ALDERWOOD DENTAL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: ALDERWOOD DENTAL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: ALDERWOOD DENTAL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on ALDERWOOD DENTAL PROFIT SHARING PLAN

Measure	Date	Value
2016 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$2
Expenses. Total of all expenses incurred	2016-06-30	$397,012
Benefits paid (including direct rollovers)	2016-06-30	$397,012
Total plan assets at end of year	2016-06-30	$0
Total plan assets at beginning of year	2016-06-30	$397,010
Value of fidelity bond covering the plan	2016-06-30	$200,000
Other income received	2016-06-30	$2
Net income (gross income less expenses)	2016-06-30	$-397,010
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$397,010
2015 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$38,682
Expenses. Total of all expenses incurred	2015-12-31	$284,800
Benefits paid (including direct rollovers)	2015-12-31	$284,800
Total plan assets at end of year	2015-12-31	$397,010
Total plan assets at beginning of year	2015-12-31	$643,128
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$38,682
Net income (gross income less expenses)	2015-12-31	$-246,118
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$397,010
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$643,128
Assets. Value of participant loans	2015-12-31	$61,959
2014 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$32,638
Expenses. Total of all expenses incurred	2014-12-31	$64,840
Benefits paid (including direct rollovers)	2014-12-31	$64,832
Total plan assets at end of year	2014-12-31	$643,128
Total plan assets at beginning of year	2014-12-31	$675,330
Other income received	2014-12-31	$32,638
Net income (gross income less expenses)	2014-12-31	$-32,202
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$643,128
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$675,330
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8
2013 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$72,242
Expenses. Total of all expenses incurred	2013-12-31	$90,010
Benefits paid (including direct rollovers)	2013-12-31	$90,000
Total plan assets at end of year	2013-12-31	$675,330
Total plan assets at beginning of year	2013-12-31	$693,098
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$72,242
Net income (gross income less expenses)	2013-12-31	$-17,768
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$675,330
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$693,098
Assets. Value of participant loans	2013-12-31	$54,717
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10
2012 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-37,895
Expenses. Total of all expenses incurred	2012-12-31	$136,110
Benefits paid (including direct rollovers)	2012-12-31	$136,100
Total plan assets at end of year	2012-12-31	$693,098
Total plan assets at beginning of year	2012-12-31	$867,103
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$-37,895
Net income (gross income less expenses)	2012-12-31	$-174,005
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$693,098
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$867,103
Assets. Value of participant loans	2012-12-31	$55,403
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10
2011 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-161,766
Expenses. Total of all expenses incurred	2011-12-31	$368,762
Benefits paid (including direct rollovers)	2011-12-31	$368,740
Total plan assets at end of year	2011-12-31	$867,103
Total plan assets at beginning of year	2011-12-31	$1,397,631
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$-161,766
Net income (gross income less expenses)	2011-12-31	$-530,528
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$867,103
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,397,631
Assets. Value of participant loans	2011-12-31	$46,251
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22
2010 : ALDERWOOD DENTAL PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$427,154
Expenses. Total of all expenses incurred	2010-12-31	$490,662
Benefits paid (including direct rollovers)	2010-12-31	$490,642
Total plan assets at end of year	2010-12-31	$1,397,631
Total plan assets at beginning of year	2010-12-31	$1,461,139
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$427,154
Net income (gross income less expenses)	2010-12-31	$-63,508
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,397,631
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,461,139
Assets. Value of participant loans	2010-12-31	$43,564
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20

Form 5500 Responses for ALDERWOOD DENTAL PROFIT SHARING PLAN

2016: ALDERWOOD DENTAL PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALDERWOOD DENTAL PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALDERWOOD DENTAL PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALDERWOOD DENTAL PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALDERWOOD DENTAL PROFIT SHARING 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: ALDERWOOD DENTAL PROFIT SHARING 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
2009: ALDERWOOD DENTAL PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN SHUMAKER
Employer identification number (EIN):	911138512
NAIC Classification:	621210
NAIC Description:	Offices of Dentists