401k Plan data: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN plan

FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN
Plan identification number	001

FREDERICK P CARLSON DDS, PLLC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MED CITY DENTAL PLLC has sponsored the creation of one or more 401k plans.

Company Name: MED CITY DENTAL PLLC

Employer identification number (EIN): 200299448

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 FREDERICK P. CARLSON DDS 2019-07-11
001 2017-01-01 FREDERICK P. CARLSON DDS 2018-10-11
001 2016-01-01 FREDERICK P. CARLSON DDS 2017-08-01
001 2015-01-01 FREDERICK P. CARLSON DDS 2016-07-26
001 2014-01-01 FREDERICK P. CARLSON DDS 2015-06-26
001 2013-01-01 FREDERICK P. CARLSON DDS 2014-09-26
001 2012-01-01 FREDERICK P. CARLSON DDS 2013-10-09
001 2011-01-01 FREDERICK P. CARLSON DDS
001 2010-01-01 FREDERICK P. CARLSON DDS
001 2009-01-01 FREDERICK P. CARLSON DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	FREDERICK P. CARLSON DDS	2019-07-11
001	2017-01-01	FREDERICK P. CARLSON DDS	2018-10-11
001	2016-01-01	FREDERICK P. CARLSON DDS	2017-08-01
001	2015-01-01	FREDERICK P. CARLSON DDS	2016-07-26
001	2014-01-01	FREDERICK P. CARLSON DDS	2015-06-26
001	2013-01-01	FREDERICK P. CARLSON DDS	2014-09-26
001	2012-01-01	FREDERICK P. CARLSON DDS	2013-10-09
001	2011-01-01	FREDERICK P. CARLSON DDS
001	2010-01-01	FREDERICK P. CARLSON DDS
001	2009-01-01	FREDERICK P. CARLSON DDS

Plan Statistics for FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN

Measure Date Value
2011: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
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: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 8
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 0

Measure	Date	Value
2011: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
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: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	8
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	0

Financial Data on FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2011 : FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$43,730
Total plan assets at end of year	2011-12-31	$561,626
Total plan assets at beginning of year	2011-12-31	$517,896
Other income received	2011-12-31	$-17,818
Net income (gross income less expenses)	2011-12-31	$43,730
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$561,626
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$517,896
Total contributions received or receivable from employer(s)	2011-12-31	$61,548
2010 : FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,139
Expenses. Total of all expenses incurred	2010-12-31	$13,652
Benefits paid (including direct rollovers)	2010-12-31	$13,602
Total plan assets at end of year	2010-12-31	$517,896
Total plan assets at beginning of year	2010-12-31	$415,409
Other income received	2010-12-31	$56,156
Net income (gross income less expenses)	2010-12-31	$102,487
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$517,896
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$415,409
Total contributions received or receivable from employer(s)	2010-12-31	$59,983
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50

Form 5500 Responses for FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN

2011: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FREDERICK P CARLSON DDS, PLLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MED CITY DENTAL PLLC
Employer identification number (EIN):	200299448
NAIC Classification:	621210
NAIC Description:	Offices of Dentists