401k Plan data: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN plan

JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 401k Plan overview

Plan Name	JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN
Plan identification number	002

JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN 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.

401k Sponsoring company profile

JAMES D. MCGUIRE, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: JAMES D. MCGUIRE, D.D.S., P.A.

Employer identification number (EIN): 520950369

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 JAMES MCGUIRE
002 2015-01-01 SAMANTHA BOWLING
002 2015-01-01 SAMANTHA BOWLING
002 2014-01-01 SAMANTHA BOWLING
002 2014-01-01 SAMANTHA BOWLING SAMANTHA BOWLING 2018-08-06
002 2013-01-01 JAMES D. MCGUIRE JAMES D. MCGUIRE 2014-10-13
002 2012-01-01 JAMES D. MCGUIRE JAMES D. MCGUIRE 2013-10-14
002 2011-01-01 JAMES D. MCGUIRE JAMES D. MCGUIRE 2012-10-12
002 2010-01-01 JAMES D. MCGUIRE JAMES D. MCGUIRE 2011-10-14
002 2009-01-01 JAMES D. MCGUIRE JAMES D. MCGUIRE 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	JAMES MCGUIRE
002	2015-01-01	SAMANTHA BOWLING
002	2015-01-01	SAMANTHA BOWLING
002	2014-01-01	SAMANTHA BOWLING
002	2014-01-01	SAMANTHA BOWLING	SAMANTHA BOWLING	2018-08-06
002	2013-01-01	JAMES D. MCGUIRE	JAMES D. MCGUIRE	2014-10-13
002	2012-01-01	JAMES D. MCGUIRE	JAMES D. MCGUIRE	2013-10-14
002	2011-01-01	JAMES D. MCGUIRE	JAMES D. MCGUIRE	2012-10-12
002	2010-01-01	JAMES D. MCGUIRE	JAMES D. MCGUIRE	2011-10-14
002	2009-01-01	JAMES D. MCGUIRE	JAMES D. MCGUIRE	2010-10-15

Plan Statistics for JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN

401k plan membership statisitcs for JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN

Measure Date Value
2016: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 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 1
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
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
2010: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2016: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	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	1
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
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
2010: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN

Measure	Date	Value
2016 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4,081
Expenses. Total of all expenses incurred	2016-12-31	$1,158
Total plan assets at end of year	2016-12-31	$221,471
Total plan assets at beginning of year	2016-12-31	$218,548
Assets. Value of loans (other than to participants)	2016-12-31	$129,683
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,158
Other income received	2016-12-31	$4,081
Net income (gross income less expenses)	2016-12-31	$2,923
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$221,471
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$218,548
2015 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-1,433
Expenses. Total of all expenses incurred	2015-12-31	$1,705
Total plan assets at end of year	2015-12-31	$218,548
Total plan assets at beginning of year	2015-12-31	$221,686
Assets. Value of loans (other than to participants)	2015-12-31	$129,683
Expenses. Other expenses not covered elsewhere	2015-12-31	$580
Other income received	2015-12-31	$-1,433
Net income (gross income less expenses)	2015-12-31	$-3,138
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$218,548
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$221,686
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,125
2014 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$5,041
Expenses. Total of all expenses incurred	2014-12-31	$1,045
Total plan assets at end of year	2014-12-31	$221,686
Total plan assets at beginning of year	2014-12-31	$217,690
Assets. Value of loans (other than to participants)	2014-12-31	$129,683
Expenses. Other expenses not covered elsewhere	2014-12-31	$995
Other income received	2014-12-31	$5,041
Net income (gross income less expenses)	2014-12-31	$3,996
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$221,686
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$217,690
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$29,742
Total income from all sources	2013-12-31	$11,000
Expenses. Total of all expenses incurred	2013-12-31	$770
Total plan assets at end of year	2013-12-31	$217,690
Total plan assets at beginning of year	2013-12-31	$177,718
Assets. Value of loans (other than to participants)	2013-12-31	$107,862
Other income received	2013-12-31	$11,000
Net income (gross income less expenses)	2013-12-31	$10,230
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$217,690
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$177,718
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$770
2012 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$28,248
Expenses. Total of all expenses incurred	2012-12-31	$2,279
Total plan assets at end of year	2012-12-31	$177,718
Total plan assets at beginning of year	2012-12-31	$151,749
Assets. Value of loans (other than to participants)	2012-12-31	$82,070
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,279
Other income received	2012-12-31	$28,248
Net income (gross income less expenses)	2012-12-31	$25,969
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$177,718
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$151,749
2011 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-9,231
Expenses. Total of all expenses incurred	2011-12-31	$1,607
Total plan assets at end of year	2011-12-31	$151,749
Total plan assets at beginning of year	2011-12-31	$162,587
Assets. Value of loans (other than to participants)	2011-12-31	$81,812
Expenses. Other expenses not covered elsewhere	2011-12-31	$57
Other income received	2011-12-31	$-9,231
Net income (gross income less expenses)	2011-12-31	$-10,838
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$151,749
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$162,587
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,550
2010 : JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,802
Expenses. Total of all expenses incurred	2010-12-31	$170
Total plan assets at end of year	2010-12-31	$162,587
Total plan assets at beginning of year	2010-12-31	$155,955
Assets. Value of loans (other than to participants)	2010-12-31	$59,831
Expenses. Other expenses not covered elsewhere	2010-12-31	$170
Other income received	2010-12-31	$6,802
Net income (gross income less expenses)	2010-12-31	$6,632
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$162,587
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$155,955

Form 5500 Responses for JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN

2016: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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
2010: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES D. MCGUIRE, D.D.S., P.A. AMENDED P/S PLAN SHARING 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:	JAMES D. MCGUIRE, D.D.S., P.A.
Employer identification number (EIN):	520950369
NAIC Classification:	621210
NAIC Description:	Offices of Dentists