401k Plan data: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	003

CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND 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
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

CARL M. PEFFLEY, JR., D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: CARL M. PEFFLEY, JR., D.M.D., P.C.

Employer identification number (EIN): 231966746

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-08-01
003 2021-08-01
003 2020-08-01
003 2019-08-01
003 2018-08-01
003 2017-08-01
003 2016-08-01
003 2015-08-01
003 2014-08-01
003 2013-08-01
003 2012-08-01
003 2011-08-01
003 2010-08-01
003 2009-08-01
003 2008-08-01 HEATHER PEFFLEY, EXECUTOR 2021-08-17
003 2007-08-01 HEATHER PEFFLEY, EXECUTOR 2021-08-17
003 2006-08-01 HEATHER PEFFLEY, EXECUTOR 2021-08-17

Plan Statistics for CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2008: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year 2008-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-08-01 0
Number of retired or separated participants receiving benefits 2008-08-01 0
Number of other retired or separated participants entitled to future benefits 2008-08-01 8
Total of all active and inactive participants 2008-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-08-01 0
Total participants 2008-08-01 8
Number of participants with account balances 2008-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-08-01 0
2007: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2007-08-01 0
Number of retired or separated participants receiving benefits 2007-08-01 0
Number of other retired or separated participants entitled to future benefits 2007-08-01 8
Total of all active and inactive participants 2007-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-08-01 0
Total participants 2007-08-01 8
Number of participants with account balances 2007-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-08-01 0
2006: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year 2006-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2006-08-01 0
Number of retired or separated participants receiving benefits 2006-08-01 0
Number of other retired or separated participants entitled to future benefits 2006-08-01 8
Total of all active and inactive participants 2006-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-08-01 0
Total participants 2006-08-01 8
Number of participants with account balances 2006-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-08-01 0

Measure	Date	Value
2008: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year	2008-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-08-01	0
Number of retired or separated participants receiving benefits	2008-08-01	0
Number of other retired or separated participants entitled to future benefits	2008-08-01	8
Total of all active and inactive participants	2008-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-08-01	0
Total participants	2008-08-01	8
Number of participants with account balances	2008-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-08-01	0
2007: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2007-08-01	0
Number of retired or separated participants receiving benefits	2007-08-01	0
Number of other retired or separated participants entitled to future benefits	2007-08-01	8
Total of all active and inactive participants	2007-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-08-01	0
Total participants	2007-08-01	8
Number of participants with account balances	2007-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-08-01	0
2006: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year	2006-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2006-08-01	0
Number of retired or separated participants receiving benefits	2006-08-01	0
Number of other retired or separated participants entitled to future benefits	2006-08-01	8
Total of all active and inactive participants	2006-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-08-01	0
Total participants	2006-08-01	8
Number of participants with account balances	2006-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-08-01	0

Financial Data on CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2009 : CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Transfers to/from the plan	2009-07-31	$0
Total plan liabilities at end of year	2009-07-31	$0
Total plan liabilities at beginning of year	2009-07-31	$0
Total income from all sources	2009-07-31	$-54,100
Expenses. Total of all expenses incurred	2009-07-31	$0
Benefits paid (including direct rollovers)	2009-07-31	$0
Total plan assets at end of year	2009-07-31	$204,324
Total plan assets at beginning of year	2009-07-31	$258,424
Total contributions received or receivable from participants	2009-07-31	$0
Expenses. Other expenses not covered elsewhere	2009-07-31	$0
Contributions received from other sources (not participants or employers)	2009-07-31	$0
Other income received	2009-07-31	$-54,100
Noncash contributions received	2009-07-31	$0
Net income (gross income less expenses)	2009-07-31	$-54,100
Net plan assets at end of year (total assets less liabilities)	2009-07-31	$204,324
Net plan assets at beginning of year (total assets less liabilities)	2009-07-31	$258,424
Total contributions received or receivable from employer(s)	2009-07-31	$0
Value of certain deemed distributions of participant loans	2009-07-31	$0
Value of corrective distributions	2009-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2009-07-31	$0
2008 : CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Transfers to/from the plan	2008-07-31	$0
Total plan liabilities at end of year	2008-07-31	$0
Total plan liabilities at beginning of year	2008-07-31	$0
Total income from all sources	2008-07-31	$-19,913
Expenses. Total of all expenses incurred	2008-07-31	$1,765
Benefits paid (including direct rollovers)	2008-07-31	$1,765
Total plan assets at end of year	2008-07-31	$258,424
Total plan assets at beginning of year	2008-07-31	$280,102
Total contributions received or receivable from participants	2008-07-31	$0
Expenses. Other expenses not covered elsewhere	2008-07-31	$0
Contributions received from other sources (not participants or employers)	2008-07-31	$0
Other income received	2008-07-31	$-19,913
Noncash contributions received	2008-07-31	$0
Net income (gross income less expenses)	2008-07-31	$-21,678
Net plan assets at end of year (total assets less liabilities)	2008-07-31	$258,424
Net plan assets at beginning of year (total assets less liabilities)	2008-07-31	$280,102
Total contributions received or receivable from employer(s)	2008-07-31	$0
Value of certain deemed distributions of participant loans	2008-07-31	$0
Value of corrective distributions	2008-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-07-31	$0
2007 : CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2007 401k financial data
Transfers to/from the plan	2007-07-31	$0
Total plan liabilities at end of year	2007-07-31	$0
Total plan liabilities at beginning of year	2007-07-31	$0
Total income from all sources	2007-07-31	$38,853
Expenses. Total of all expenses incurred	2007-07-31	$0
Benefits paid (including direct rollovers)	2007-07-31	$0
Total plan assets at end of year	2007-07-31	$280,102
Total plan assets at beginning of year	2007-07-31	$241,249
Total contributions received or receivable from participants	2007-07-31	$0
Expenses. Other expenses not covered elsewhere	2007-07-31	$0
Contributions received from other sources (not participants or employers)	2007-07-31	$0
Other income received	2007-07-31	$38,853
Noncash contributions received	2007-07-31	$0
Net income (gross income less expenses)	2007-07-31	$38,853
Net plan assets at end of year (total assets less liabilities)	2007-07-31	$280,102
Net plan assets at beginning of year (total assets less liabilities)	2007-07-31	$241,249
Total contributions received or receivable from employer(s)	2007-07-31	$0
Value of certain deemed distributions of participant loans	2007-07-31	$0
Value of corrective distributions	2007-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-07-31	$0

Form 5500 Responses for CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST

2008: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-08-01	Type of plan entity	Single employer plan
2008-08-01	Submission has been amended	No
2008-08-01	This submission is the final filing	No
2008-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-08-01	Plan is a collectively bargained plan	No
2008-08-01	Plan funding arrangement – Trust	Yes
2008-08-01	Plan benefit arrangement - Trust	Yes
2007: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-08-01	Type of plan entity	Single employer plan
2007-08-01	Submission has been amended	No
2007-08-01	This submission is the final filing	No
2007-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-08-01	Plan is a collectively bargained plan	No
2007-08-01	Plan funding arrangement – Trust	Yes
2007-08-01	Plan benefit arrangement - Trust	Yes
2006: CARL M. PEFFLEY, JR., D.M.D., P.C. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2006 form 5500 responses
2006-08-01	Type of plan entity	Single employer plan
2006-08-01	Submission has been amended	No
2006-08-01	This submission is the final filing	No
2006-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-08-01	Plan is a collectively bargained plan	No
2006-08-01	Plan funding arrangement – Trust	Yes
2006-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARL M. PEFFLEY, JR., D.M.D., P.C.
Employer identification number (EIN):	231966746
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-08-01
003	2021-08-01
003	2020-08-01
003	2019-08-01
003	2018-08-01
003	2017-08-01
003	2016-08-01
003	2015-08-01
003	2014-08-01
003	2013-08-01
003	2012-08-01
003	2011-08-01
003	2010-08-01
003	2009-08-01
003	2008-08-01	HEATHER PEFFLEY, EXECUTOR	2021-08-17
003	2007-08-01	HEATHER PEFFLEY, EXECUTOR	2021-08-17
003	2006-08-01	HEATHER PEFFLEY, EXECUTOR	2021-08-17