401k Plan data: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST plan

SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

SMILES OF PUNTA GORDA PA has sponsored the creation of one or more 401k plans.

Company Name: SMILES OF PUNTA GORDA PA

Employer identification number (EIN): 550805718

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 R F WILLEFORD
001 2016-01-01 JEREMY MARTIN
001 2015-01-01 JEREMY MARTIN
001 2014-01-01 JEREMY MARTIN
001 2013-01-01 JEREMY MARTIN
001 2012-01-01 SUSAN MULLER FOR JEREMY MARTIN

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	R F WILLEFORD
001	2016-01-01	JEREMY MARTIN
001	2015-01-01	JEREMY MARTIN
001	2014-01-01	JEREMY MARTIN
001	2013-01-01	JEREMY MARTIN
001	2012-01-01	SUSAN MULLER FOR JEREMY MARTIN

Plan Statistics for SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Total of all active and inactive participants 2016-01-01 9
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
2014: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 10
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
2013: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
2012: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9

Measure	Date	Value
2017: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Total of all active and inactive participants	2016-01-01	9
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
2014: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	10
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
2013: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
2012: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9

Financial Data on SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$52,369
Expenses. Total of all expenses incurred	2017-12-31	$415,351
Benefits paid (including direct rollovers)	2017-12-31	$410,045
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$362,982
Total contributions received or receivable from participants	2017-12-31	$40,633
Expenses. Other expenses not covered elsewhere	2017-12-31	$5,306
Other income received	2017-12-31	$1,861
Net income (gross income less expenses)	2017-12-31	$-362,982
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$362,982
Total contributions received or receivable from employer(s)	2017-12-31	$9,875
2016 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$97,188
Expenses. Total of all expenses incurred	2016-12-31	$5,858
Benefits paid (including direct rollovers)	2016-12-31	$346
Total plan assets at end of year	2016-12-31	$362,982
Total plan assets at beginning of year	2016-12-31	$271,652
Total contributions received or receivable from participants	2016-12-31	$44,857
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,512
Other income received	2016-12-31	$26,431
Net income (gross income less expenses)	2016-12-31	$91,330
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$362,982
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$271,652
Total contributions received or receivable from employer(s)	2016-12-31	$25,900
2015 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$56,303
Expenses. Total of all expenses incurred	2015-12-31	$4,802
Total plan assets at end of year	2015-12-31	$271,652
Total plan assets at beginning of year	2015-12-31	$220,151
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$47,501
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,802
Other income received	2015-12-31	$-13,696
Net income (gross income less expenses)	2015-12-31	$51,501
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$271,652
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$220,151
Total contributions received or receivable from employer(s)	2015-12-31	$22,498
2014 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$77,799
Expenses. Total of all expenses incurred	2014-12-31	$2,446
Total plan assets at end of year	2014-12-31	$220,151
Total plan assets at beginning of year	2014-12-31	$144,798
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$45,367
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,446
Other income received	2014-12-31	$3,432
Net income (gross income less expenses)	2014-12-31	$75,353
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$220,151
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$144,798
Total contributions received or receivable from employer(s)	2014-12-31	$29,000
2013 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$82,653
Expenses. Total of all expenses incurred	2013-12-31	$1,309
Total plan assets at end of year	2013-12-31	$144,798
Total plan assets at beginning of year	2013-12-31	$63,454
Value of fidelity bond covering the plan	2013-12-31	$15,000
Total contributions received or receivable from participants	2013-12-31	$41,725
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,309
Other income received	2013-12-31	$23,134
Net income (gross income less expenses)	2013-12-31	$81,344
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$144,798
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$63,454
Total contributions received or receivable from employer(s)	2013-12-31	$17,794
2012 : SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$64,402
Expenses. Total of all expenses incurred	2012-12-31	$948
Total plan assets at end of year	2012-12-31	$63,454
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$41,179
Expenses. Other expenses not covered elsewhere	2012-12-31	$948
Other income received	2012-12-31	$3,921
Net income (gross income less expenses)	2012-12-31	$63,454
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$63,454
Total contributions received or receivable from employer(s)	2012-12-31	$19,302

Form 5500 Responses for SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST

2017: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 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: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 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: SMILES OF PUNTA GORDA PA CROSS TESTED 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMILES OF PUNTA GORDA PA
Employer identification number (EIN):	550805718
NAIC Classification:	621210
NAIC Description:	Offices of Dentists