401k Plan data: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN plan

GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN
Plan identification number	003

GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

GREGORY D STEVENS DDS LLC has sponsored the creation of one or more 401k plans.

Company Name: GREGORY D STEVENS DDS LLC

Employer identification number (EIN): 262368429

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 GREGORY D. STEVENS GREGORY D. STEVENS 2015-05-28
003 2013-01-01 GREGORY D. STEVENS GREGORY D. STEVENS 2014-05-27
003 2012-01-01 GREGORY D. STEVENS GREGORY D. STEVENS 2013-05-22
003 2011-01-01 GREGORY D. STEVENS GREGORY D. STEVENS 2012-08-22
003 2009-01-01 GREGORY D. STEVENS GREGORY D. STEVENS 2010-06-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	GREGORY D. STEVENS	GREGORY D. STEVENS	2015-05-28
003	2013-01-01	GREGORY D. STEVENS	GREGORY D. STEVENS	2014-05-27
003	2012-01-01	GREGORY D. STEVENS	GREGORY D. STEVENS	2013-05-22
003	2011-01-01	GREGORY D. STEVENS	GREGORY D. STEVENS	2012-08-22
003	2009-01-01	GREGORY D. STEVENS	GREGORY D. STEVENS	2010-06-10

Plan Statistics for GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 2
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 3
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 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 11
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 2
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 2
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2014: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	2
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	3
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 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	11
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	2
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	2
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11

Financial Data on GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$139,668
Expenses. Total of all expenses incurred	2014-12-31	$9,537
Benefits paid (including direct rollovers)	2014-12-31	$9,512
Total plan assets at end of year	2014-12-31	$837,267
Total plan assets at beginning of year	2014-12-31	$707,136
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$62,524
Other income received	2014-12-31	$40,661
Net income (gross income less expenses)	2014-12-31	$130,131
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$837,267
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$707,136
Total contributions received or receivable from employer(s)	2014-12-31	$36,483
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$240,148
Expenses. Total of all expenses incurred	2013-12-31	$78
Total plan assets at end of year	2013-12-31	$707,136
Total plan assets at beginning of year	2013-12-31	$467,066
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$61,309
Other income received	2013-12-31	$143,020
Net income (gross income less expenses)	2013-12-31	$240,070
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$707,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$467,066
Total contributions received or receivable from employer(s)	2013-12-31	$35,819
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$78
2012 : GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$144,026
Expenses. Total of all expenses incurred	2012-12-31	$78
Total plan assets at end of year	2012-12-31	$467,066
Total plan assets at beginning of year	2012-12-31	$323,118
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$54,085
Other income received	2012-12-31	$56,446
Net income (gross income less expenses)	2012-12-31	$143,948
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$467,066
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$323,118
Total contributions received or receivable from employer(s)	2012-12-31	$33,495
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$78
2011 : GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$6,967
Total income from all sources	2011-12-31	$57,475
Expenses. Total of all expenses incurred	2011-12-31	$21,640
Benefits paid (including direct rollovers)	2011-12-31	$21,446
Total plan assets at end of year	2011-12-31	$323,118
Total plan assets at beginning of year	2011-12-31	$294,250
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$45,151
Other income received	2011-12-31	$-14,639
Net income (gross income less expenses)	2011-12-31	$35,835
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$323,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$287,283
Total contributions received or receivable from employer(s)	2011-12-31	$26,963
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$194
2010 : GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$6,967
Total income from all sources	2010-12-31	$91,253
Expenses. Total of all expenses incurred	2010-12-31	$3,056
Benefits paid (including direct rollovers)	2010-12-31	$2,815
Total plan assets at end of year	2010-12-31	$294,250
Total plan assets at beginning of year	2010-12-31	$199,086
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$35,252
Other income received	2010-12-31	$33,701
Net income (gross income less expenses)	2010-12-31	$88,197
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$287,283
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$199,086
Total contributions received or receivable from employer(s)	2010-12-31	$22,300
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$241

Form 5500 Responses for GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN

2014: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GREGORY D. STEVENS DDS LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREGORY D STEVENS DDS LLC
Employer identification number (EIN):	262368429
NAIC Classification:	621210
NAIC Description:	Offices of Dentists