401k Plan data: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN plan

FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN
Plan identification number	001

FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FRANCIS A. BERTOLINI, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: FRANCIS A. BERTOLINI, D.D.S.

Employer identification number (EIN): 341352742

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 FRANCIS A. BERTOLINI, D.D.S. FRANCIS A. BERTOLINI, D.D.S. 2013-07-30
001 2011-01-01 FRANCIS A. BERTOLINI, D.D.S. FRANCIS A. BERTOLINI, D.D.S. 2012-10-15
001 2009-01-01 FRANCIS A. BERTOLINI, D.D.S. FRANCIS A. BERTOLINI, D.D.S. 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	FRANCIS A. BERTOLINI, D.D.S.	FRANCIS A. BERTOLINI, D.D.S.	2013-07-30
001	2011-01-01	FRANCIS A. BERTOLINI, D.D.S.	FRANCIS A. BERTOLINI, D.D.S.	2012-10-15
001	2009-01-01	FRANCIS A. BERTOLINI, D.D.S.	FRANCIS A. BERTOLINI, D.D.S.	2010-10-13

Plan Statistics for FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
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 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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2012: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
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	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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2012 : FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$11,880
Benefits paid (including direct rollovers)	2012-12-31	$11,880
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$11,880
Net income (gross income less expenses)	2012-12-31	$-11,880
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,880
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,500
Expenses. Total of all expenses incurred	2011-12-31	$59,796
Benefits paid (including direct rollovers)	2011-12-31	$59,796
Total plan assets at end of year	2011-12-31	$11,880
Total plan assets at beginning of year	2011-12-31	$70,176
Other income received	2011-12-31	$1,500
Net income (gross income less expenses)	2011-12-31	$-58,296
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,880
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$70,176
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-880,957
Total income from all sources	2010-12-31	$-7,183
Expenses. Total of all expenses incurred	2010-12-31	$880,957
Benefits paid (including direct rollovers)	2010-12-31	$880,957
Total plan assets at end of year	2010-12-31	$70,176
Total plan assets at beginning of year	2010-12-31	$958,316
Other income received	2010-12-31	$-7,183
Net income (gross income less expenses)	2010-12-31	$-888,140
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$70,176
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$958,316
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$33,313
Amount contributed by the employer to the plan for this plan year	2009-12-31	$33,313

Form 5500 Responses for FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN

2012: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 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: FRANCIS A. BERTOLINI BASIC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FRANCIS A. BERTOLINI, D.D.S.
Employer identification number (EIN):	341352742
NAIC Classification:	621210
NAIC Description:	Offices of Dentists