401k Plan data: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN plan

KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

KEVIN M. KELAHER, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: KEVIN M. KELAHER, DMD, PC

Employer identification number (EIN): 042744507

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-10-01 KEVIN M KELAHER KEVIN M KELAHER 2015-12-02
001 2013-10-01 KEVIN KELAHER KEVIN KELAHER 2014-11-19
001 2012-10-01 KEVIN KELAHER KEVIN KELAHER 2013-12-11
001 2011-10-01 KEVIN KELAHER KEVIN KELAHER 2012-12-15
001 2010-10-01 KEVIN M. KELAHER KEVIN M. KELAHER 2011-12-21
001 2009-10-01 KEVIN KELAHER KEVIN KELAHER 2010-12-07
001 2009-10-01 DEBORAH KELAHER DEBORAH KELAHER 2010-12-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-10-01	KEVIN M KELAHER	KEVIN M KELAHER	2015-12-02
001	2013-10-01	KEVIN KELAHER	KEVIN KELAHER	2014-11-19
001	2012-10-01	KEVIN KELAHER	KEVIN KELAHER	2013-12-11
001	2011-10-01	KEVIN KELAHER	KEVIN KELAHER	2012-12-15
001	2010-10-01	KEVIN M. KELAHER	KEVIN M. KELAHER	2011-12-21
001	2009-10-01	KEVIN KELAHER	KEVIN KELAHER	2010-12-07
001	2009-10-01	DEBORAH KELAHER	DEBORAH KELAHER	2010-12-01

Plan Statistics for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 9
Number of other retired or separated participants entitled to future benefits 2014-10-01 2
Total of all active and inactive participants 2014-10-01 11
Total participants 2014-10-01 11
Number of participants with account balances 2014-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 8
Number of retired or separated participants receiving benefits 2013-10-01 3
Total of all active and inactive participants 2013-10-01 11
Total participants 2013-10-01 11
Number of participants with account balances 2013-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 2
2012: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 8
Number of other retired or separated participants entitled to future benefits 2012-10-01 2
Total of all active and inactive participants 2012-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 10
Number of participants with account balances 2012-10-01 10
2011: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 7
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 10
Total participants 2011-10-01 10
Number of participants with account balances 2011-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 9
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 2
Total of all active and inactive participants 2010-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 11
Number of participants with account balances 2010-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 1
2009: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 9
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 11
Total participants 2009-10-01 11
Number of participants with account balances 2009-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2014: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	9
Number of other retired or separated participants entitled to future benefits	2014-10-01	2
Total of all active and inactive participants	2014-10-01	11
Total participants	2014-10-01	11
Number of participants with account balances	2014-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	8
Number of retired or separated participants receiving benefits	2013-10-01	3
Total of all active and inactive participants	2013-10-01	11
Total participants	2013-10-01	11
Number of participants with account balances	2013-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	2
2012: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	8
Number of other retired or separated participants entitled to future benefits	2012-10-01	2
Total of all active and inactive participants	2012-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	10
Number of participants with account balances	2012-10-01	10
2011: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	7
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	10
Total participants	2011-10-01	10
Number of participants with account balances	2011-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	9
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	2
Total of all active and inactive participants	2010-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	11
Number of participants with account balances	2010-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	1
2009: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	9
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	11
Total participants	2009-10-01	11
Number of participants with account balances	2009-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$101,682
Expenses. Total of all expenses incurred	2015-09-30	$68,616
Benefits paid (including direct rollovers)	2015-09-30	$64,035
Total plan assets at end of year	2015-09-30	$580,912
Total plan assets at beginning of year	2015-09-30	$547,846
Value of fidelity bond covering the plan	2015-09-30	$75,000
Total contributions received or receivable from participants	2015-09-30	$54,613
Other income received	2015-09-30	$-7,729
Net income (gross income less expenses)	2015-09-30	$33,066
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$580,912
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$547,846
Total contributions received or receivable from employer(s)	2015-09-30	$54,798
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$4,581
2014 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$139,102
Expenses. Total of all expenses incurred	2014-09-30	$107,891
Benefits paid (including direct rollovers)	2014-09-30	$103,650
Total plan assets at end of year	2014-09-30	$547,846
Total plan assets at beginning of year	2014-09-30	$516,635
Value of fidelity bond covering the plan	2014-09-30	$75,000
Total contributions received or receivable from participants	2014-09-30	$53,644
Other income received	2014-09-30	$28,665
Net income (gross income less expenses)	2014-09-30	$31,211
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$547,846
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$516,635
Total contributions received or receivable from employer(s)	2014-09-30	$56,793
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$4,241
2013 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$135,859
Expenses. Total of all expenses incurred	2013-09-30	$211,414
Benefits paid (including direct rollovers)	2013-09-30	$207,481
Total plan assets at end of year	2013-09-30	$516,635
Total plan assets at beginning of year	2013-09-30	$592,190
Value of fidelity bond covering the plan	2013-09-30	$75,000
Total contributions received or receivable from participants	2013-09-30	$53,746
Other income received	2013-09-30	$27,394
Net income (gross income less expenses)	2013-09-30	$-75,555
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$516,635
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$592,190
Total contributions received or receivable from employer(s)	2013-09-30	$54,719
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$3,933
2012 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$156,444
Expenses. Total of all expenses incurred	2012-09-30	$6,033
Benefits paid (including direct rollovers)	2012-09-30	$1,818
Total plan assets at end of year	2012-09-30	$592,190
Total plan assets at beginning of year	2012-09-30	$441,779
Value of fidelity bond covering the plan	2012-09-30	$75,000
Total contributions received or receivable from participants	2012-09-30	$57,015
Other income received	2012-09-30	$50,264
Net income (gross income less expenses)	2012-09-30	$150,411
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$592,190
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$441,779
Total contributions received or receivable from employer(s)	2012-09-30	$49,165
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$4,215
2011 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$114,151
Expenses. Total of all expenses incurred	2011-09-30	$33,288
Benefits paid (including direct rollovers)	2011-09-30	$33,288
Total plan assets at end of year	2011-09-30	$441,779
Total plan assets at beginning of year	2011-09-30	$360,916
Value of fidelity bond covering the plan	2011-09-30	$75,000
Total contributions received or receivable from participants	2011-09-30	$65,005
Other income received	2011-09-30	$-4,124
Net income (gross income less expenses)	2011-09-30	$80,863
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$441,779
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$360,916
Total contributions received or receivable from employer(s)	2011-09-30	$53,270

Form 5500 Responses for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

2014: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18830

Policy instance

Insurance contract or identification number	18830
Number of Individuals Covered	13
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $1,616
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,616
Insurance broker organization code?	3
Insurance broker name	RBC WEALTH MANAGEMENT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18830

Policy instance

Insurance contract or identification number	18830
Number of Individuals Covered	10
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $1,470
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,470
Insurance broker organization code?	3
Insurance broker name	RBC WEALTH MANAGEMENT

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18830

Policy instance

Insurance contract or identification number	18830
Number of Individuals Covered	11
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $1,245
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $282
Insurance broker organization code?	3
Insurance broker name	IRENE MCGRATH

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18830

Policy instance

Insurance contract or identification number	18830
Number of Individuals Covered	12
Insurance policy start date	2011-10-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $1,465
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

18830

Policy instance

Insurance contract or identification number	18830
Number of Individuals Covered	12
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $1,187
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KEVIN M. KELAHER, DMD, PC
Employer identification number (EIN):	042744507
NAIC Classification:	621210
NAIC Description:	Offices of Dentists