401k Plan data: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN plan

WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN
Plan identification number	002

WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

WILLIAM P. DOBBIN, DMD has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM P. DOBBIN, DMD

Employer identification number (EIN): 020410160

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 WILLIAM DOBBIN 2016-10-10
002 2014-01-01 WILLIAM DOBBIN 2015-09-28
002 2013-01-01 WILLIAM DOBBIN
002 2012-01-01 WILLIAM DOBBIN
002 2011-01-01 WILLIAM DOBBIN
002 2009-01-01 WILLIAM DOBBIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01	WILLIAM DOBBIN	2016-10-10
002	2014-01-01	WILLIAM DOBBIN	2015-09-28
002	2013-01-01	WILLIAM DOBBIN
002	2012-01-01	WILLIAM DOBBIN
002	2011-01-01	WILLIAM DOBBIN
002	2009-01-01	WILLIAM DOBBIN

Plan Statistics for WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN

401k plan membership statisitcs for WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN

Measure Date Value
2013: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 1
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Total participants 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT 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
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT 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
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	1
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Total participants	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT 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
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT 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
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN

Measure	Date	Value
2013 : WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$374,067
Expenses. Total of all expenses incurred	2013-12-31	$136,727
Benefits paid (including direct rollovers)	2013-12-31	$136,727
Total plan assets at end of year	2013-12-31	$2,192,867
Total plan assets at beginning of year	2013-12-31	$1,955,527
Value of fidelity bond covering the plan	2013-12-31	$295,542
Other income received	2013-12-31	$92,067
Net income (gross income less expenses)	2013-12-31	$237,340
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,192,867
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,955,527
Total contributions received or receivable from employer(s)	2013-12-31	$282,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$337,675
Total plan assets at end of year	2012-12-31	$1,955,527
Total plan assets at beginning of year	2012-12-31	$1,617,852
Other income received	2012-12-31	$158,730
Net income (gross income less expenses)	2012-12-31	$337,675
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,955,527
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,617,852
Total contributions received or receivable from employer(s)	2012-12-31	$178,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$224,045
Expenses. Total of all expenses incurred	2011-12-31	$26,367
Benefits paid (including direct rollovers)	2011-12-31	$26,367
Total plan assets at end of year	2011-12-31	$1,617,852
Total plan assets at beginning of year	2011-12-31	$1,420,174
Value of fidelity bond covering the plan	2011-12-31	$143,000
Other income received	2011-12-31	$35,657
Net income (gross income less expenses)	2011-12-31	$197,678
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,617,852
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,420,174
Total contributions received or receivable from employer(s)	2011-12-31	$188,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$291,359
Expenses. Total of all expenses incurred	2010-12-31	$1,725
Total plan assets at end of year	2010-12-31	$1,420,174
Total plan assets at beginning of year	2010-12-31	$1,130,540
Value of fidelity bond covering the plan	2010-12-31	$143,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,725
Other income received	2010-12-31	$104,192
Net income (gross income less expenses)	2010-12-31	$289,634
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,420,174
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,130,540
Total contributions received or receivable from employer(s)	2010-12-31	$187,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WILLIAM P. DOBBIN, DMD 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 WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN

2013: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT 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: WILLIAM P. DOBBIN, DMD 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: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM P. DOBBIN, DMD DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM P. DOBBIN, DMD
Employer identification number (EIN):	020410160
NAIC Classification:	621210
NAIC Description:	Offices of Dentists