401k Plan data: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN plan

STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 401k Plan overview

Plan Name	STEVEN A. ROSENFELD, DMD RETIREMENT PLAN
Plan identification number	001

STEVEN A. ROSENFELD, DMD RETIREMENT 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
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

STEVEN A. ROSENFELD, DMD has sponsored the creation of one or more 401k plans.

Company Name: STEVEN A. ROSENFELD, DMD

Employer identification number (EIN): 232381726

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A. ROSENFELD, DMD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 STEVEN A. ROSENFELD, DMD
001 2013-01-01 STEVEN A. ROSENFELD, DMD
001 2012-01-01 STEVEN A. ROSENFELD, DMD
001 2011-01-01 STEVEN A. ROSENFELD, DMD
001 2009-01-01 STEVEN A. ROSENFELD, DMD

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	STEVEN A. ROSENFELD, DMD
001	2013-01-01	STEVEN A. ROSENFELD, DMD
001	2012-01-01	STEVEN A. ROSENFELD, DMD
001	2011-01-01	STEVEN A. ROSENFELD, DMD
001	2009-01-01	STEVEN A. ROSENFELD, DMD

Plan Statistics for STEVEN A. ROSENFELD, DMD RETIREMENT PLAN

401k plan membership statisitcs for STEVEN A. ROSENFELD, DMD RETIREMENT PLAN

Measure Date Value
2014: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
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 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
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	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEVEN A. ROSENFELD, DMD RETIREMENT PLAN

Measure	Date	Value
2014 : STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-04-30	$768
Expenses. Total of all expenses incurred	2014-04-30	$35,525
Benefits paid (including direct rollovers)	2014-04-30	$35,522
Total plan assets at end of year	2014-04-30	$0
Total plan assets at beginning of year	2014-04-30	$34,757
Value of fidelity bond covering the plan	2014-04-30	$75,000
Other income received	2014-04-30	$768
Net income (gross income less expenses)	2014-04-30	$-34,757
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$34,757
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
2013 : STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$221,919
Expenses. Total of all expenses incurred	2013-12-31	$1,084,515
Benefits paid (including direct rollovers)	2013-12-31	$1,072,180
Total plan assets at end of year	2013-12-31	$34,757
Total plan assets at beginning of year	2013-12-31	$897,353
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$221,919
Net income (gross income less expenses)	2013-12-31	$-862,596
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$34,757
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$897,353
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$137,314
Expenses. Total of all expenses incurred	2012-12-31	$10,098
Total plan assets at end of year	2012-12-31	$897,353
Total plan assets at beginning of year	2012-12-31	$770,137
Value of fidelity bond covering the plan	2012-12-31	$75,000
Other income received	2012-12-31	$97,314
Net income (gross income less expenses)	2012-12-31	$127,216
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$897,353
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$770,137
Total contributions received or receivable from employer(s)	2012-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,098
2011 : STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$64,157
Expenses. Total of all expenses incurred	2011-12-31	$8,988
Total plan assets at end of year	2011-12-31	$770,137
Total plan assets at beginning of year	2011-12-31	$714,968
Value of fidelity bond covering the plan	2011-12-31	$75,000
Other income received	2011-12-31	$19,157
Net income (gross income less expenses)	2011-12-31	$55,169
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$770,137
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$714,968
Total contributions received or receivable from employer(s)	2011-12-31	$45,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,988
2010 : STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$115,029
Expenses. Total of all expenses incurred	2010-12-31	$86,260
Benefits paid (including direct rollovers)	2010-12-31	$78,005
Total plan assets at end of year	2010-12-31	$714,968
Total plan assets at beginning of year	2010-12-31	$686,199
Value of fidelity bond covering the plan	2010-12-31	$75,000
Other income received	2010-12-31	$70,029
Net income (gross income less expenses)	2010-12-31	$28,769
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$714,968
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$686,199
Total contributions received or receivable from employer(s)	2010-12-31	$45,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for STEVEN A. ROSENFELD, DMD RETIREMENT PLAN

2014: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 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: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 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: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 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: STEVEN A. ROSENFELD, DMD RETIREMENT PLAN 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:	STEVEN A. ROSENFELD, DMD
Employer identification number (EIN):	232381726
NAIC Classification:	621210
NAIC Description:	Offices of Dentists