401k Plan data: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST plan

GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GLENN R. FAUSZ, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: GLENN R. FAUSZ, DDS, INC.

Employer identification number (EIN): 341234509

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-12-01 GLENN FAUSZ
001 2016-12-01 GLENN FAUSZ
001 2015-12-01 GLENN FAUSZ
001 2014-12-01 GLENN FAUSZ
001 2013-12-01 GLENN FAUSZ
001 2012-12-01 GLENN FAUSZ 2014-05-27
001 2011-12-01 GLENN FAUSZ 2013-05-03
001 2010-12-01 GLENN FAUSZ 2012-05-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-12-01	GLENN FAUSZ
001	2016-12-01	GLENN FAUSZ
001	2015-12-01	GLENN FAUSZ
001	2014-12-01	GLENN FAUSZ
001	2013-12-01	GLENN FAUSZ
001	2012-12-01	GLENN FAUSZ	2014-05-27
001	2011-12-01	GLENN FAUSZ	2013-05-03
001	2010-12-01	GLENN FAUSZ	2012-05-19

Plan Statistics for GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 0
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 0
Total of all active and inactive participants 2017-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 0
Number of participants with account balances 2017-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 0
2016: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 3
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 1
Total of all active and inactive participants 2016-12-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 4
Number of participants with account balances 2016-12-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 0
2015: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 4
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 2
Total of all active and inactive participants 2015-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 6
Number of participants with account balances 2015-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-12-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 6
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 6
Number of participants with account balances 2014-12-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-12-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 6
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 1
Total of all active and inactive participants 2013-12-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 7
Number of participants with account balances 2013-12-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0

Measure	Date	Value
2017: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	0
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	0
Total of all active and inactive participants	2017-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	0
Number of participants with account balances	2017-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	0
2016: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	3
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	1
Total of all active and inactive participants	2016-12-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	4
Number of participants with account balances	2016-12-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	0
2015: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	4
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	2
Total of all active and inactive participants	2015-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	6
Number of participants with account balances	2015-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-12-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	6
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	6
Number of participants with account balances	2014-12-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-12-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	6
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	1
Total of all active and inactive participants	2013-12-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	7
Number of participants with account balances	2013-12-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0

Financial Data on GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-07-03	$-118,609
Expenses. Total of all expenses incurred	2018-07-03	$5,269,941
Benefits paid (including direct rollovers)	2018-07-03	$5,269,941
Total plan assets at end of year	2018-07-03	$0
Total plan assets at beginning of year	2018-07-03	$5,388,550
Value of fidelity bond covering the plan	2018-07-03	$900,000
Other income received	2018-07-03	$-118,609
Net income (gross income less expenses)	2018-07-03	$-5,388,550
Net plan assets at end of year (total assets less liabilities)	2018-07-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-07-03	$5,388,550
Assets. Value of real-estate (other than employer real property)	2018-07-03	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-03	$0
2017 : GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-11-30	$525,232
Expenses. Total of all expenses incurred	2017-11-30	$75,727
Benefits paid (including direct rollovers)	2017-11-30	$75,647
Total plan assets at end of year	2017-11-30	$5,388,550
Total plan assets at beginning of year	2017-11-30	$4,939,045
Value of fidelity bond covering the plan	2017-11-30	$900,000
Total contributions received or receivable from participants	2017-11-30	$54,750
Other income received	2017-11-30	$452,509
Net income (gross income less expenses)	2017-11-30	$449,505
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$5,388,550
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$4,939,045
Assets. Value of real-estate (other than employer real property)	2017-11-30	$1,500
Total contributions received or receivable from employer(s)	2017-11-30	$17,973
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$80
2016 : GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-11-30	$538,206
Expenses. Total of all expenses incurred	2016-11-30	$0
Total plan assets at end of year	2016-11-30	$4,939,045
Total plan assets at beginning of year	2016-11-30	$4,400,839
Value of fidelity bond covering the plan	2016-11-30	$900,000
Total contributions received or receivable from participants	2016-11-30	$54,500
Other income received	2016-11-30	$464,521
Net income (gross income less expenses)	2016-11-30	$538,206
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$4,939,045
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$4,400,839
Assets. Value of real-estate (other than employer real property)	2016-11-30	$3,600
Total contributions received or receivable from employer(s)	2016-11-30	$19,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-11-30	$148,354
Expenses. Total of all expenses incurred	2015-11-30	$123,557
Benefits paid (including direct rollovers)	2015-11-30	$123,537
Total plan assets at end of year	2015-11-30	$4,400,839
Total plan assets at beginning of year	2015-11-30	$4,376,042
Value of fidelity bond covering the plan	2015-11-30	$650,000
Total contributions received or receivable from participants	2015-11-30	$52,500
Other income received	2015-11-30	$64,236
Net income (gross income less expenses)	2015-11-30	$24,797
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$4,400,839
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$4,376,042
Assets. Value of real-estate (other than employer real property)	2015-11-30	$4,000
Total contributions received or receivable from employer(s)	2015-11-30	$31,618
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-11-30	$4,020
Total income from all sources	2014-11-30	$233,066
Expenses. Total of all expenses incurred	2014-11-30	$875
Total plan assets at end of year	2014-11-30	$4,376,042
Total plan assets at beginning of year	2014-11-30	$4,147,871
Value of fidelity bond covering the plan	2014-11-30	$500,000
Total contributions received or receivable from participants	2014-11-30	$54,447
Other income received	2014-11-30	$153,155
Net income (gross income less expenses)	2014-11-30	$232,191
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$4,376,042
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$4,143,851
Assets. Value of real-estate (other than employer real property)	2014-11-30	$6,000
Total contributions received or receivable from employer(s)	2014-11-30	$25,464
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0

Form 5500 Responses for GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST

2017: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	Yes
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: GLENN R. FAUSZ, DDS, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GLENN R. FAUSZ, DDS, INC.
Employer identification number (EIN):	341234509
NAIC Classification:	621210
NAIC Description:	Offices of Dentists