401k Plan data: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN plan

WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN
Plan identification number	003

WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

WILLIAM E. PAUL, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM E. PAUL, D.D.S., P.C.

Employer identification number (EIN): 351758750

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01 WILLIAM E. PAUL, D.D.S 2017-07-19
003 2015-01-01 WILLIAM E. PAUL, D.D.S 2016-10-09
003 2014-01-01 WILLIAM E. PAUL, D.D.S 2015-10-05
003 2013-01-01 WILLIAM E. PAUL, D.D.S 2014-07-17
003 2012-01-01 WILLIAM E. PAUL, D.D.S. 2013-10-14
003 2011-01-01 JULIE DUNBAR 2012-09-27
003 2010-01-01 JULIE DUNBAR. 2011-05-12
003 2008-01-01 WILLIAM E. PAUL, D.D.S.
003 2008-01-01 WILLIAM E. PAUL, D.D.S.
003 2008-01-01 WILLIAM E. PAUL, D.D.S.
003 2007-01-01 WILLIAM PAUL D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01
003	2016-01-01	WILLIAM E. PAUL, D.D.S	2017-07-19
003	2015-01-01	WILLIAM E. PAUL, D.D.S	2016-10-09
003	2014-01-01	WILLIAM E. PAUL, D.D.S	2015-10-05
003	2013-01-01	WILLIAM E. PAUL, D.D.S	2014-07-17
003	2012-01-01	WILLIAM E. PAUL, D.D.S.	2013-10-14
003	2011-01-01	JULIE DUNBAR	2012-09-27
003	2010-01-01	JULIE DUNBAR.	2011-05-12
003	2008-01-01	WILLIAM E. PAUL, D.D.S.
003	2008-01-01	WILLIAM E. PAUL, D.D.S.
003	2008-01-01	WILLIAM E. PAUL, D.D.S.
003	2007-01-01	WILLIAM PAUL D.D.S.

Plan Statistics for WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN

Measure Date Value
2016: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,322,882
Acturial value of plan assets 2016-12-31 2,322,882
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 41,141
Active participant vested funding target 2016-12-31 1,544,281
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,544,281
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 1,585,422
Balance at beginning of prior year after applicable adjustments 2016-12-31 17,732
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 17,732
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 17,526
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2008: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 6
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 5
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 6
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 5
Total of all active and inactive participants 2007-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2016: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,322,882
Acturial value of plan assets	2016-12-31	2,322,882
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	41,141
Active participant vested funding target	2016-12-31	1,544,281
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,544,281
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	1,585,422
Balance at beginning of prior year after applicable adjustments	2016-12-31	17,732
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	17,732
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	17,526
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	6
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	5
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	6
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	5
Total of all active and inactive participants	2007-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Financial Data on WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2008 : WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN

2008: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: WILLIAM E. PAUL, D.D.S., P.C. DEFINED BENEFIT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM E. PAUL, D.D.S., P.C.
Employer identification number (EIN):	351758750
NAIC Classification:	621210
NAIC Description:	Offices of Dentists