401k Plan data: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION plan

RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 401k Plan overview

Plan Name	RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION
Plan identification number	002

RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

RICHARD S. TOBEY, JR. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD S. TOBEY, JR.

Employer identification number (EIN): 232313123

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RICHARD S. TOBEY, JR. RICHARD S. TOBEY, JR. 2014-10-02
002 2012-01-01 RICHARD S. TOBEY, JR. RICHARD S. TOBEY, JR. 2013-10-15
002 2011-01-01 RICHARD S. TOBEY, JR. RICHARD S. TOBEY, JR. 2012-10-15
002 2009-01-01 RICHARD S. TOBEY, JR. RICHARD S. TOBEY, JR. 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	RICHARD S. TOBEY, JR.	RICHARD S. TOBEY, JR.	2014-10-02
002	2012-01-01	RICHARD S. TOBEY, JR.	RICHARD S. TOBEY, JR.	2013-10-15
002	2011-01-01	RICHARD S. TOBEY, JR.	RICHARD S. TOBEY, JR.	2012-10-15
002	2009-01-01	RICHARD S. TOBEY, JR.	RICHARD S. TOBEY, JR.	2010-10-13

Plan Statistics for RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION

401k plan membership statisitcs for RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION

Measure Date Value
2013: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
2012: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2013: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
2012: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION

Measure	Date	Value
2013 : RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2013 401k financial data
Total income from all sources	2013-12-31	$72,841
Expenses. Total of all expenses incurred	2013-12-31	$921,335
Benefits paid (including direct rollovers)	2013-12-31	$921,335
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$848,494
Value of fidelity bond covering the plan	2013-12-31	$183,000
Other income received	2013-12-31	$72,841
Net income (gross income less expenses)	2013-12-31	$-848,494
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$848,494
2012 : RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2012 401k financial data
Total income from all sources	2012-12-31	$58,790
Total plan assets at end of year	2012-12-31	$848,494
Total plan assets at beginning of year	2012-12-31	$789,704
Value of fidelity bond covering the plan	2012-12-31	$183,000
Other income received	2012-12-31	$58,790
Net income (gross income less expenses)	2012-12-31	$58,790
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$848,494
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$789,704
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2011 401k financial data
Total income from all sources	2011-12-31	$-41,047
Total plan assets at end of year	2011-12-31	$789,704
Total plan assets at beginning of year	2011-12-31	$830,751
Value of fidelity bond covering the plan	2011-12-31	$171,000
Other income received	2011-12-31	$-65,179
Net income (gross income less expenses)	2011-12-31	$-41,047
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$789,704
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$830,751
Total contributions received or receivable from employer(s)	2011-12-31	$24,132
2010 : RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2010 401k financial data
Total income from all sources	2010-12-31	$61,906
Total plan assets at end of year	2010-12-31	$830,751
Total plan assets at beginning of year	2010-12-31	$768,845
Value of fidelity bond covering the plan	2010-12-31	$175,000
Other income received	2010-12-31	$37,779
Net income (gross income less expenses)	2010-12-31	$61,906
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$830,751
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$768,845
Total contributions received or receivable from employer(s)	2010-12-31	$24,127

Form 5500 Responses for RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION

2013: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 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
2009: RICHARD S. TOBEY, JR., DMD MONEY PURCHASE PENSION 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:	RICHARD S. TOBEY, JR.
Employer identification number (EIN):	232313123
NAIC Classification:	621210
NAIC Description:	Offices of Dentists