401k Plan data: KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN plan

KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN
Plan identification number	001

KLEIN & COOK ORTHODONTICS, LLC 401K 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.
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

KLEIN & COOK ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: KLEIN & COOK ORTHODONTICS, LLC

Employer identification number (EIN): 205997237

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2014-08-08
001 2013-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2014-08-08
001 2012-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2013-04-09
001 2011-01-01 ALAN GOLD, CPA 2012-06-14
001 2010-01-01 ALAN GOLD, CPA 2011-05-02
001 2009-01-01 CHRISTOPHER K. KLEIN DMD,MS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2014-08-08
001	2013-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2014-08-08
001	2012-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2013-04-09
001	2011-01-01	ALAN GOLD, CPA	2012-06-14
001	2010-01-01	ALAN GOLD, CPA	2011-05-02
001	2009-01-01	CHRISTOPHER K. KLEIN DMD,MS

Plan Statistics for KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2009: KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18

Measure	Date	Value
2009: KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18

Form 5500 Responses for KLEIN & COOK ORTHODONTICS, LLC 401K PROFIT SHARING PLAN

2009: KLEIN & COOK ORTHODONTICS, LLC 401K 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

Potentially related plans

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Company Name:	KLEIN & COOK ORTHODONTICS, LLC
Employer identification number (EIN):	205997237
NAIC Classification:	621210
NAIC Description:	Offices of Dentists