401k Plan data: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN plan

RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN
Plan identification number	002

RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

RICHARD D. BARNES, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD D. BARNES, D.D.S.

Employer identification number (EIN): 541109947

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RICHARD D. BARNES, D.D.S.
002 2012-01-01 RICHARD D. BARNES, D.D.S.
002 2011-01-01 RICHARD D. BARNES, D.D.S.
002 2009-01-01 RICHARD D. BARNES, D.D.S.
002 2009-01-01 RICHARD D. BARNES, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	RICHARD D. BARNES, D.D.S.
002	2012-01-01	RICHARD D. BARNES, D.D.S.
002	2011-01-01	RICHARD D. BARNES, D.D.S.
002	2009-01-01	RICHARD D. BARNES, D.D.S.
002	2009-01-01	RICHARD D. BARNES, D.D.S.

Plan Statistics for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2013: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 3
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	3
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Measure	Date	Value
2013 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$237,293
Expenses. Total of all expenses incurred	2013-12-31	$1,027,889
Benefits paid (including direct rollovers)	2013-12-31	$1,021,999
Total plan assets at end of year	2013-12-31	$2,117,086
Total plan assets at beginning of year	2013-12-31	$2,907,682
Value of fidelity bond covering the plan	2013-12-31	$1,600,000
Assets. Value of loans (other than to participants)	2013-12-31	$1,011,632
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,261
Other income received	2013-12-31	$237,293
Net income (gross income less expenses)	2013-12-31	$-790,596
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,117,086
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,907,682
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,629
2012 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$321,060
Expenses. Total of all expenses incurred	2012-12-31	$3,097
Total plan assets at end of year	2012-12-31	$2,907,682
Total plan assets at beginning of year	2012-12-31	$2,589,719
Value of fidelity bond covering the plan	2012-12-31	$1,600,000
Assets. Value of loans (other than to participants)	2012-12-31	$1,145,106
Other income received	2012-12-31	$220,684
Net income (gross income less expenses)	2012-12-31	$317,963
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,907,682
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,589,719
Total contributions received or receivable from employer(s)	2012-12-31	$100,376
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,097
2011 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$72,715
Expenses. Total of all expenses incurred	2011-12-31	$2,856
Total plan assets at end of year	2011-12-31	$2,589,719
Total plan assets at beginning of year	2011-12-31	$2,519,860
Value of fidelity bond covering the plan	2011-12-31	$1,600,000
Assets. Value of loans (other than to participants)	2011-12-31	$1,228,104
Other income received	2011-12-31	$-22,951
Net income (gross income less expenses)	2011-12-31	$69,859
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,589,719
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,519,860
Total contributions received or receivable from employer(s)	2011-12-31	$95,666
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,856

Form 5500 Responses for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

2013: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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:	RICHARD D. BARNES, D.D.S.
Employer identification number (EIN):	541109947
NAIC Classification:	621210
NAIC Description:	Offices of Dentists