401k Plan data: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL plan

PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 401k Plan overview

Plan Name	PAUL D. BRAUN, D. D. S. , A PROFESSIONAL
Plan identification number	002

PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 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
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

PAUL D. BRAUN, D.D.S., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PAUL D. BRAUN, D.D.S., A PROFESSIONAL CORPORATION

Employer identification number (EIN): 953551329

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL D. BRAUN, D. D. S. , A PROFESSIONAL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-06-01
002 2016-06-01 PAUL D. BRAUN, D.D.S.
002 2015-06-01 PAUL D. BRAUN, D.D.S.
002 2014-06-01 PAUL D. BRAUN, D.D.S.
002 2014-06-01 PAUL D. BRAUN, D.D.S.
002 2013-06-01 PAUL D. BRAUN, D.D.S.
002 2012-06-01 PAUL D. BRAUN, D.D.S.
002 2011-06-01 PAUL D. BRAUN, D.D.S.
002 2010-06-01 PAUL D. BRAUN, D.D.S.
002 2009-06-01 PAUL D. BRAUN, D.D.S.

Plan Statistics for PAUL D. BRAUN, D. D. S. , A PROFESSIONAL

401k plan membership statisitcs for PAUL D. BRAUN, D. D. S. , A PROFESSIONAL

Measure Date Value
2017: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2017 401k membership
Total participants, beginning-of-year 2017-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 0
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 0
Number of participants with account balances 2017-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2016 401k membership
Total participants, beginning-of-year 2016-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 7
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 1
Total of all active and inactive participants 2016-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 8
Number of participants with account balances 2016-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2015 401k membership
Total participants, beginning-of-year 2015-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 8
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 0
Total of all active and inactive participants 2015-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 8
Number of participants with account balances 2015-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2014 401k membership
Total participants, beginning-of-year 2014-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 8
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 8
Number of participants with account balances 2014-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2013 401k membership
Total participants, beginning-of-year 2013-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 8
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 0
Total of all active and inactive participants 2013-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 8
Number of participants with account balances 2013-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2012 401k membership
Total participants, beginning-of-year 2012-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 8
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 0
Total of all active and inactive participants 2012-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 8
Number of participants with account balances 2012-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2011 401k membership
Total participants, beginning-of-year 2011-06-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 8
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 8
Number of participants with account balances 2011-06-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2010 401k membership
Total participants, beginning-of-year 2010-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 7
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 1
Total of all active and inactive participants 2010-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 8
Number of participants with account balances 2010-06-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2009 401k membership
Total participants, beginning-of-year 2009-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 8
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 8
Number of participants with account balances 2009-06-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2017: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2017 401k membership
Total participants, beginning-of-year	2017-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	0
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	0
Number of participants with account balances	2017-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2016 401k membership
Total participants, beginning-of-year	2016-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	7
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	1
Total of all active and inactive participants	2016-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	8
Number of participants with account balances	2016-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2015 401k membership
Total participants, beginning-of-year	2015-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	8
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	0
Total of all active and inactive participants	2015-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	8
Number of participants with account balances	2015-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2014 401k membership
Total participants, beginning-of-year	2014-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	8
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	8
Number of participants with account balances	2014-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2013 401k membership
Total participants, beginning-of-year	2013-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	8
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	0
Total of all active and inactive participants	2013-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	8
Number of participants with account balances	2013-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2012 401k membership
Total participants, beginning-of-year	2012-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	8
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	0
Total of all active and inactive participants	2012-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	8
Number of participants with account balances	2012-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2011 401k membership
Total participants, beginning-of-year	2011-06-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	8
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	8
Number of participants with account balances	2011-06-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2010 401k membership
Total participants, beginning-of-year	2010-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	7
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	1
Total of all active and inactive participants	2010-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	8
Number of participants with account balances	2010-06-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2009 401k membership
Total participants, beginning-of-year	2009-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	8
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	8
Number of participants with account balances	2009-06-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on PAUL D. BRAUN, D. D. S. , A PROFESSIONAL

Measure	Date	Value
2018 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2018 401k financial data
Transfers to/from the plan	2018-05-31	$0
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$122,301
Expenses. Total of all expenses incurred	2018-05-31	$1,896,910
Benefits paid (including direct rollovers)	2018-05-31	$1,867,221
Total plan assets at end of year	2018-05-31	$0
Total plan assets at beginning of year	2018-05-31	$1,774,609
Value of fidelity bond covering the plan	2018-05-31	$250,000
Total contributions received or receivable from participants	2018-05-31	$0
Assets. Value of loans (other than to participants)	2018-05-31	$0
Expenses. Other expenses not covered elsewhere	2018-05-31	$29,689
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$122,301
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$-1,774,609
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$1,774,609
Total contributions received or receivable from employer(s)	2018-05-31	$0
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
2017 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2017 401k financial data
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$225,744
Expenses. Total of all expenses incurred	2017-05-31	$240,782
Benefits paid (including direct rollovers)	2017-05-31	$210,000
Total plan assets at end of year	2017-05-31	$1,774,609
Total plan assets at beginning of year	2017-05-31	$1,789,647
Value of fidelity bond covering the plan	2017-05-31	$250,000
Total contributions received or receivable from participants	2017-05-31	$0
Assets. Value of loans (other than to participants)	2017-05-31	$24,000
Expenses. Other expenses not covered elsewhere	2017-05-31	$30,782
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$225,744
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$-15,038
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$1,774,609
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$1,789,647
Total contributions received or receivable from employer(s)	2017-05-31	$0
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-05-31	$0
2016 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2016 401k financial data
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$-31,742
Expenses. Total of all expenses incurred	2016-05-31	$419,980
Benefits paid (including direct rollovers)	2016-05-31	$395,000
Total plan assets at end of year	2016-05-31	$1,789,647
Total plan assets at beginning of year	2016-05-31	$2,241,369
Value of fidelity bond covering the plan	2016-05-31	$250,000
Total contributions received or receivable from participants	2016-05-31	$0
Assets. Value of loans (other than to participants)	2016-05-31	$29,274
Expenses. Other expenses not covered elsewhere	2016-05-31	$24,980
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$-31,742
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-451,722
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$1,789,647
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$2,241,369
Total contributions received or receivable from employer(s)	2016-05-31	$0
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2015 401k financial data
Transfers to/from the plan	2015-05-31	$0
Total plan liabilities at end of year	2015-05-31	$0
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$81,103
Expenses. Total of all expenses incurred	2015-05-31	$18,819
Benefits paid (including direct rollovers)	2015-05-31	$0
Total plan assets at end of year	2015-05-31	$2,241,369
Total plan assets at beginning of year	2015-05-31	$2,179,085
Value of fidelity bond covering the plan	2015-05-31	$250,000
Total contributions received or receivable from participants	2015-05-31	$0
Assets. Value of loans (other than to participants)	2015-05-31	$31,274
Expenses. Other expenses not covered elsewhere	2015-05-31	$18,819
Contributions received from other sources (not participants or employers)	2015-05-31	$0
Other income received	2015-05-31	$81,103
Noncash contributions received	2015-05-31	$0
Net income (gross income less expenses)	2015-05-31	$62,284
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,241,369
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$2,179,085
Total contributions received or receivable from employer(s)	2015-05-31	$0
Value of certain deemed distributions of participant loans	2015-05-31	$0
Value of corrective distributions	2015-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2014 401k financial data
Transfers to/from the plan	2014-05-31	$0
Total plan liabilities at end of year	2014-05-31	$0
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$216,527
Expenses. Total of all expenses incurred	2014-05-31	$0
Benefits paid (including direct rollovers)	2014-05-31	$0
Total plan assets at end of year	2014-05-31	$2,179,085
Total plan assets at beginning of year	2014-05-31	$1,962,558
Value of fidelity bond covering the plan	2014-05-31	$250,000
Total contributions received or receivable from participants	2014-05-31	$0
Assets. Value of loans (other than to participants)	2014-05-31	$24,774
Expenses. Other expenses not covered elsewhere	2014-05-31	$0
Contributions received from other sources (not participants or employers)	2014-05-31	$0
Other income received	2014-05-31	$216,527
Noncash contributions received	2014-05-31	$0
Net income (gross income less expenses)	2014-05-31	$216,527
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$2,179,085
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$1,962,558
Total contributions received or receivable from employer(s)	2014-05-31	$0
Value of certain deemed distributions of participant loans	2014-05-31	$0
Value of corrective distributions	2014-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$0
2013 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2013 401k financial data
Transfers to/from the plan	2013-05-31	$0
Total plan liabilities at end of year	2013-05-31	$0
Total plan liabilities at beginning of year	2013-05-31	$0
Total income from all sources	2013-05-31	$236,612
Expenses. Total of all expenses incurred	2013-05-31	$0
Benefits paid (including direct rollovers)	2013-05-31	$0
Total plan assets at end of year	2013-05-31	$1,962,558
Total plan assets at beginning of year	2013-05-31	$1,725,946
Value of fidelity bond covering the plan	2013-05-31	$250,000
Total contributions received or receivable from participants	2013-05-31	$0
Assets. Value of loans (other than to participants)	2013-05-31	$5,274
Expenses. Other expenses not covered elsewhere	2013-05-31	$0
Contributions received from other sources (not participants or employers)	2013-05-31	$0
Other income received	2013-05-31	$236,612
Noncash contributions received	2013-05-31	$0
Net income (gross income less expenses)	2013-05-31	$236,612
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$1,962,558
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$1,725,946
Total contributions received or receivable from employer(s)	2013-05-31	$0
Value of certain deemed distributions of participant loans	2013-05-31	$0
Value of corrective distributions	2013-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$0
2012 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2012 401k financial data
Total income from all sources	2012-05-31	$-115,232
Expenses. Total of all expenses incurred	2012-05-31	$2,591
Benefits paid (including direct rollovers)	2012-05-31	$2,591
Total plan assets at end of year	2012-05-31	$1,725,946
Total plan assets at beginning of year	2012-05-31	$1,843,769
Value of fidelity bond covering the plan	2012-05-31	$250,000
Assets. Value of loans (other than to participants)	2012-05-31	$25,274
Other income received	2012-05-31	$-115,232
Net income (gross income less expenses)	2012-05-31	$-117,823
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$1,725,946
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$1,843,769
Assets. Value of assets in partnership/joint-venture interests	2012-05-31	$7,907
2011 : PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2011 401k financial data
Total plan liabilities at end of year	2011-05-31	$0
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$320,756
Expenses. Total of all expenses incurred	2011-05-31	$20,507
Total plan assets at end of year	2011-05-31	$1,843,769
Total plan assets at beginning of year	2011-05-31	$1,543,520
Value of fidelity bond covering the plan	2011-05-31	$250,000
Assets. Value of loans (other than to participants)	2011-05-31	$25,274
Other income received	2011-05-31	$320,756
Net income (gross income less expenses)	2011-05-31	$300,249
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$1,843,769
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,543,520
Assets. Value of assets in partnership/joint-venture interests	2011-05-31	$7,907
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$20,507

Form 5500 Responses for PAUL D. BRAUN, D. D. S. , A PROFESSIONAL

2017: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	Yes
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	Yes
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: PAUL D. BRAUN, D. D. S. , A PROFESSIONAL 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

20961304

Policy instance

Insurance contract or identification number	20961304
Number of Individuals Covered	1
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	PAUL D. BRAUN, D.D.S., A PROFESSIONAL CORPORATION
Employer identification number (EIN):	953551329
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2017-06-01
002	2016-06-01	PAUL D. BRAUN, D.D.S.
002	2015-06-01	PAUL D. BRAUN, D.D.S.
002	2014-06-01	PAUL D. BRAUN, D.D.S.
002	2014-06-01	PAUL D. BRAUN, D.D.S.
002	2013-06-01	PAUL D. BRAUN, D.D.S.
002	2012-06-01	PAUL D. BRAUN, D.D.S.
002	2011-06-01	PAUL D. BRAUN, D.D.S.
002	2010-06-01	PAUL D. BRAUN, D.D.S.
002	2009-06-01	PAUL D. BRAUN, D.D.S.