401k Plan data: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN plan

WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN
Plan identification number	002

WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

WILLIAM J BRENNAN, JR, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J BRENNAN, JR, DDS, PC

Employer identification number (EIN): 141563468

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-07-01 WILLIAM BRENNAN 2017-09-28
002 2015-07-01 WILLIAM BRENNAN 2016-09-01
002 2014-07-01 WILLIAM BRENNAN 2015-10-20
002 2013-07-01 WILLIAM BRENNAN
002 2012-07-01 WILLIAM J BRENNAN
002 2011-07-01 WILLIAM J BRENNAN
002 2010-07-01 WILLIAM J BRENNAN
002 2009-07-01 WILLIAM J BRENNAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-07-01	WILLIAM BRENNAN	2017-09-28
002	2015-07-01	WILLIAM BRENNAN	2016-09-01
002	2014-07-01	WILLIAM BRENNAN	2015-10-20
002	2013-07-01	WILLIAM BRENNAN
002	2012-07-01	WILLIAM J BRENNAN
002	2011-07-01	WILLIAM J BRENNAN
002	2010-07-01	WILLIAM J BRENNAN
002	2009-07-01	WILLIAM J BRENNAN

Plan Statistics for WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN

Measure Date Value
2013: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 6
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 7
Total participants 2013-07-01 7
Number of participants with account balances 2013-07-01 7
2012: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 6
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 7
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
2011: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 8
Number of participants with account balances 2011-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 7
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 8
Number of participants with account balances 2010-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2013: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	6
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	7
Total participants	2013-07-01	7
Number of participants with account balances	2013-07-01	7
2012: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	6
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	7
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
2011: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	8
Number of participants with account balances	2011-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	7
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	8
Number of participants with account balances	2010-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN

Measure	Date	Value
2014 : WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$672,993
Expenses. Total of all expenses incurred	2014-06-30	$154,116
Benefits paid (including direct rollovers)	2014-06-30	$117,500
Total plan assets at end of year	2014-06-30	$4,104,768
Total plan assets at beginning of year	2014-06-30	$3,585,891
Value of fidelity bond covering the plan	2014-06-30	$500,000
Other income received	2014-06-30	$605,727
Net income (gross income less expenses)	2014-06-30	$518,877
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,104,768
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,585,891
Total contributions received or receivable from employer(s)	2014-06-30	$67,266
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$36,616
2013 : WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$474,819
Expenses. Total of all expenses incurred	2013-06-30	$103,121
Benefits paid (including direct rollovers)	2013-06-30	$67,528
Total plan assets at end of year	2013-06-30	$3,585,891
Total plan assets at beginning of year	2013-06-30	$3,214,193
Value of fidelity bond covering the plan	2013-06-30	$500,000
Other income received	2013-06-30	$431,219
Net income (gross income less expenses)	2013-06-30	$371,698
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,585,891
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,214,193
Total contributions received or receivable from employer(s)	2013-06-30	$43,600
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$35,593
2012 : WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$74,215
Expenses. Total of all expenses incurred	2012-06-30	$247,370
Benefits paid (including direct rollovers)	2012-06-30	$216,900
Total plan assets at end of year	2012-06-30	$3,214,193
Total plan assets at beginning of year	2012-06-30	$3,387,348
Value of fidelity bond covering the plan	2012-06-30	$500,000
Other income received	2012-06-30	$6,215
Net income (gross income less expenses)	2012-06-30	$-173,155
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,214,193
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$3,387,348
Total contributions received or receivable from employer(s)	2012-06-30	$68,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$30,470
2011 : WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$720,394
Expenses. Total of all expenses incurred	2011-06-30	$108,318
Benefits paid (including direct rollovers)	2011-06-30	$79,000
Total plan assets at end of year	2011-06-30	$3,387,348
Total plan assets at beginning of year	2011-06-30	$2,775,272
Value of fidelity bond covering the plan	2011-06-30	$500,000
Other income received	2011-06-30	$639,111
Net income (gross income less expenses)	2011-06-30	$612,076
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$3,387,348
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,775,272
Total contributions received or receivable from employer(s)	2011-06-30	$81,283
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$29,318

Form 5500 Responses for WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN

2013: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM J BRENNAN, JR, DDS, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM J BRENNAN, JR, DDS, PC
Employer identification number (EIN):	141563468
NAIC Classification:	621210
NAIC Description:	Offices of Dentists