401k Plan data: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST plan

J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

J. S. LIPMAN, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: J. S. LIPMAN, D.D.S., INC.

Employer identification number (EIN): 540979346

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01
003 2014-01-01
003 2013-01-01 VICTORIA GATES
003 2012-01-01 KEVIN MINOR
003 2011-01-01 KEVIN MINOR
003 2009-01-01 DR. J. S. LIPMAN

Plan Statistics for J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
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 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 1
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 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
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 1
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 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
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 1
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 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
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 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
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	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	1
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	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
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	1
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	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
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	1
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	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
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	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2015 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$122,431
Expenses. Total of all expenses incurred	2015-12-31	$166,276
Benefits paid (including direct rollovers)	2015-12-31	$148,754
Total plan assets at end of year	2015-12-31	$3,496,504
Total plan assets at beginning of year	2015-12-31	$3,540,349
Assets. Value of loans (other than to participants)	2015-12-31	$669,109
Other income received	2015-12-31	$122,431
Net income (gross income less expenses)	2015-12-31	$-43,845
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,496,504
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,540,349
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$41,106
Expenses. Total of all expenses incurred	2014-12-31	$162,480
Benefits paid (including direct rollovers)	2014-12-31	$148,247
Total plan assets at end of year	2014-12-31	$3,540,349
Total plan assets at beginning of year	2014-12-31	$3,661,723
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$974,166
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$41,106
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-121,374
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,540,349
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,661,723
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,233
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$134,848
Expenses. Total of all expenses incurred	2013-12-31	$161,419
Benefits paid (including direct rollovers)	2013-12-31	$144,074
Total plan assets at end of year	2013-12-31	$3,661,723
Total plan assets at beginning of year	2013-12-31	$3,688,294
Value of fidelity bond covering the plan	2013-12-31	$450,000
Assets. Value of loans (other than to participants)	2013-12-31	$2,206,359
Other income received	2013-12-31	$134,848
Net income (gross income less expenses)	2013-12-31	$-26,571
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,661,723
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,688,294
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$153,851
Expenses. Total of all expenses incurred	2012-12-31	$203,603
Benefits paid (including direct rollovers)	2012-12-31	$197,517
Total plan assets at end of year	2012-12-31	$3,688,294
Total plan assets at beginning of year	2012-12-31	$3,738,046
Value of fidelity bond covering the plan	2012-12-31	$450,000
Assets. Value of loans (other than to participants)	2012-12-31	$1,886,614
Other income received	2012-12-31	$153,851
Net income (gross income less expenses)	2012-12-31	$-49,752
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,688,294
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,738,046
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-563,590
Expenses. Total of all expenses incurred	2011-12-31	$182,319
Benefits paid (including direct rollovers)	2011-12-31	$164,520
Total plan assets at end of year	2011-12-31	$3,738,046
Total plan assets at beginning of year	2011-12-31	$4,483,955
Value of fidelity bond covering the plan	2011-12-31	$450,000
Assets. Value of loans (other than to participants)	2011-12-31	$1,804,849
Other income received	2011-12-31	$-563,590
Net income (gross income less expenses)	2011-12-31	$-745,909
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,738,046
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,483,955
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$731,682
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$263,451
Expenses. Total of all expenses incurred	2010-12-31	$187,830
Benefits paid (including direct rollovers)	2010-12-31	$172,818
Total plan assets at end of year	2010-12-31	$4,483,955
Total plan assets at beginning of year	2010-12-31	$4,408,334
Value of fidelity bond covering the plan	2010-12-31	$450,000
Assets. Value of loans (other than to participants)	2010-12-31	$2,382,225
Other income received	2010-12-31	$263,451
Net income (gross income less expenses)	2010-12-31	$75,621
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,483,955
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,408,334
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

2015: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. S. LIPMAN, D.D.S., INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. S. LIPMAN, D.D.S., INC.
Employer identification number (EIN):	540979346
NAIC Classification:	621210
NAIC Description:	Offices of Dentists