401k Plan data: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN plan

ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 401k Plan overview

Plan Name	ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN
Plan identification number	002

ENDODONTIC ASSOCIATES NEW COMPARABILITY 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
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

ENDODONTIC ASSOCIATES OF LEXINGTON, PC has sponsored the creation of one or more 401k plans.

Company Name: ENDODONTIC ASSOCIATES OF LEXINGTON, PC

Employer identification number (EIN): 043148748

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ELISA E. FULTON, DMD ELISA E. FULTON, DMD 2013-10-07
002 2011-01-01 ELISA E. FULTON, DMD ELISA E. FULTON, DMD 2012-09-11
002 2010-01-01 ELISA E. FULTON, DMD ELISA E. FULTON, DMD 2011-10-13
002 2009-01-01 ELISA E. FULTON, DMD ELISA E. FULTON, DMD 2010-10-07
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	ELISA E. FULTON, DMD	ELISA E. FULTON, DMD	2013-10-07
002	2011-01-01	ELISA E. FULTON, DMD	ELISA E. FULTON, DMD	2012-09-11
002	2010-01-01	ELISA E. FULTON, DMD	ELISA E. FULTON, DMD	2011-10-13
002	2009-01-01	ELISA E. FULTON, DMD	ELISA E. FULTON, DMD	2010-10-07
002	2008-01-01

Plan Statistics for ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN

401k plan membership statisitcs for ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN

Measure Date Value
2015: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2010: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING 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 3
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 6
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 5
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2010: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING 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	3
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	6
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	5
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN

Measure	Date	Value
2015 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-03-05	$21,900
Expenses. Total of all expenses incurred	2015-03-05	$557,205
Benefits paid (including direct rollovers)	2015-03-05	$557,205
Total plan assets at end of year	2015-03-05	$0
Total plan assets at beginning of year	2015-03-05	$535,305
Value of fidelity bond covering the plan	2015-03-05	$100,000
Other income received	2015-03-05	$21,900
Net income (gross income less expenses)	2015-03-05	$-535,305
Net plan assets at end of year (total assets less liabilities)	2015-03-05	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-03-05	$535,305
2014 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17,853
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$535,305
Total plan assets at beginning of year	2014-12-31	$517,452
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Other income received	2014-12-31	$17,853
Net income (gross income less expenses)	2014-12-31	$17,853
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$535,305
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$517,452
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,387
Expenses. Total of all expenses incurred	2013-12-31	$65,180
Benefits paid (including direct rollovers)	2013-12-31	$65,180
Total plan assets at end of year	2013-12-31	$517,452
Total plan assets at beginning of year	2013-12-31	$480,245
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$102,387
Net income (gross income less expenses)	2013-12-31	$37,207
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$517,452
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$480,245
Total contributions received or receivable from employer(s)	2013-12-31	$0
2012 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$42,176
Expenses. Total of all expenses incurred	2012-12-31	$13,134
Benefits paid (including direct rollovers)	2012-12-31	$13,134
Total plan assets at end of year	2012-12-31	$480,245
Total plan assets at beginning of year	2012-12-31	$451,203
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Other income received	2012-12-31	$42,176
Net income (gross income less expenses)	2012-12-31	$29,042
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$480,245
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$451,203
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$4,363
Expenses. Total of all expenses incurred	2011-12-31	$51,685
Benefits paid (including direct rollovers)	2011-12-31	$486
Total plan assets at end of year	2011-12-31	$451,203
Total plan assets at beginning of year	2011-12-31	$498,525
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$51,199
Other income received	2011-12-31	$4,363
Net income (gross income less expenses)	2011-12-31	$-47,322
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$451,203
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$498,525
2010 : ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$47,828
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$498,525
Total plan assets at beginning of year	2010-12-31	$450,697
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$47,828
Net income (gross income less expenses)	2010-12-31	$47,828
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$498,525
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$450,697
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN

2015: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING 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
2010: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING 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
2008: ENDODONTIC ASSOCIATES NEW COMPARABILITY PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	ENDODONTIC ASSOCIATES OF LEXINGTON, PC
Employer identification number (EIN):	043148748
NAIC Classification:	621210
NAIC Description:	Offices of Dentists