401k Plan data: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST plan

PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST
Plan identification number	001

PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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
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.
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

PEDIATRIC DENTISTRY OF JONESBORO, INC. has sponsored the creation of one or more 401k plans.

Company Name: PEDIATRIC DENTISTRY OF JONESBORO, INC.

Employer identification number (EIN): 200623880

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 MICHAEL D. OLIVER, JR., D.D.S. 2017-09-05
001 2015-01-01 MICHAEL D. OLIVER, JR., D.D.S. 2016-07-29
001 2014-01-01 MICHAEL D. OLIVER, JR., D.D.S.
001 2013-01-01 MICHAEL D. OLIVER, JR., D.D.S.
001 2012-01-01 MICHAEL D. OLIVER, JR., D.D.S.
001 2011-01-01 MICHAEL D. OLIVER, JR., D.D.S.
001 2009-01-01 MICHAEL D. OLIVER, JR., D.D.S. MICHAEL D. OLIVER, JR., D.D.S. 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01	MICHAEL D. OLIVER, JR., D.D.S.	2017-09-05
001	2015-01-01	MICHAEL D. OLIVER, JR., D.D.S.	2016-07-29
001	2014-01-01	MICHAEL D. OLIVER, JR., D.D.S.
001	2013-01-01	MICHAEL D. OLIVER, JR., D.D.S.
001	2012-01-01	MICHAEL D. OLIVER, JR., D.D.S.
001	2011-01-01	MICHAEL D. OLIVER, JR., D.D.S.
001	2009-01-01	MICHAEL D. OLIVER, JR., D.D.S.		MICHAEL D. OLIVER, JR., D.D.S.	2010-10-14

Plan Statistics for PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST

Measure Date Value
2014: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
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 11
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 3
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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 5
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 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
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	11
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	3
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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	5
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	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST

Measure	Date	Value
2014 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$95,749
Expenses. Total of all expenses incurred	2014-12-31	$185,231
Benefits paid (including direct rollovers)	2014-12-31	$177,585
Total plan assets at end of year	2014-12-31	$657,763
Total plan assets at beginning of year	2014-12-31	$747,245
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$24,288
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$25,961
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-89,482
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$657,763
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$747,245
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$22,583
Total contributions received or receivable from employer(s)	2014-12-31	$45,500
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,646
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$134,954
Expenses. Total of all expenses incurred	2013-12-31	$10,465
Benefits paid (including direct rollovers)	2013-12-31	$4,370
Total plan assets at end of year	2013-12-31	$747,245
Total plan assets at beginning of year	2013-12-31	$622,756
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$21,671
Other income received	2013-12-31	$72,730
Net income (gross income less expenses)	2013-12-31	$124,489
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$747,245
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$622,756
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$27,463
Total contributions received or receivable from employer(s)	2013-12-31	$40,553
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$124,052
Expenses. Total of all expenses incurred	2012-12-31	$6,846
Benefits paid (including direct rollovers)	2012-12-31	$1,903
Total plan assets at end of year	2012-12-31	$622,756
Total plan assets at beginning of year	2012-12-31	$505,550
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$32,869
Other income received	2012-12-31	$52,464
Net income (gross income less expenses)	2012-12-31	$117,206
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$622,756
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$505,550
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$28,234
Total contributions received or receivable from employer(s)	2012-12-31	$38,719
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$78,405
Expenses. Total of all expenses incurred	2011-12-31	$10,561
Benefits paid (including direct rollovers)	2011-12-31	$6,443
Total plan assets at end of year	2011-12-31	$505,550
Total plan assets at beginning of year	2011-12-31	$437,706
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$36,518
Contributions received from other sources (not participants or employers)	2011-12-31	$2,206
Other income received	2011-12-31	$1,989
Net income (gross income less expenses)	2011-12-31	$67,844
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$505,550
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$437,706
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$27,862
Total contributions received or receivable from employer(s)	2011-12-31	$37,692
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,118
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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	$107,127
Expenses. Total of all expenses incurred	2010-12-31	$6,082
Benefits paid (including direct rollovers)	2010-12-31	$2,845
Total plan assets at end of year	2010-12-31	$437,706
Total plan assets at beginning of year	2010-12-31	$336,661
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$36,093
Other income received	2010-12-31	$30,510
Net income (gross income less expenses)	2010-12-31	$101,045
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$437,706
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$336,661
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$27,416
Total contributions received or receivable from employer(s)	2010-12-31	$40,524
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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 PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST

2014: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF JONESBORO, INC. RETIREMENT PLAN & TRUST 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:	PEDIATRIC DENTISTRY OF JONESBORO, INC.
Employer identification number (EIN):	200623880
NAIC Classification:	621210
NAIC Description:	Offices of Dentists