401k Plan data: D REX PATTERSON PROFIT SHARING plan

D REX PATTERSON PROFIT SHARING 401k Plan overview

Plan Name	D REX PATTERSON PROFIT SHARING
Plan identification number	003

D REX PATTERSON PROFIT SHARING 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).

401k Sponsoring company profile

D REX PATTERSON has sponsored the creation of one or more 401k plans.

Company Name: D REX PATTERSON

Employer identification number (EIN): 581439614

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D REX PATTERSON PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-07-01 BRAD COST
003 2016-07-01
003 2015-07-01 BRAD COST
003 2014-07-01 BRAD COST
003 2013-07-01 D. REX PATTERSON D. REX PATTERSON 2014-10-24
003 2012-07-01 D. REX PATTERSON D. REX PATTERSON 2014-02-18
003 2011-07-01 D. REX PATTERSON
003 2010-07-01 D. REX PATTERSON
003 2009-07-01 D. REX PATTERSON 2011-01-27 D. REX PATTERSON 2011-01-27
003 2009-07-01 2011-01-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-07-01	BRAD COST
003	2016-07-01
003	2015-07-01	BRAD COST
003	2014-07-01	BRAD COST
003	2013-07-01	D. REX PATTERSON		D. REX PATTERSON	2014-10-24
003	2012-07-01	D. REX PATTERSON		D. REX PATTERSON	2014-02-18
003	2011-07-01	D. REX PATTERSON
003	2010-07-01	D. REX PATTERSON
003	2009-07-01	D. REX PATTERSON	2011-01-27	D. REX PATTERSON	2011-01-27
003	2009-07-01		2011-01-26

Plan Statistics for D REX PATTERSON PROFIT SHARING

401k plan membership statisitcs for D REX PATTERSON PROFIT SHARING

Measure Date Value
2016: D REX PATTERSON PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Total participants 2016-07-01 0
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: D REX PATTERSON PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 4
Total of all active and inactive participants 2015-07-01 4
Total participants 2015-07-01 4
Number of participants with account balances 2015-07-01 4
2014: D REX PATTERSON PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 4
Total of all active and inactive participants 2014-07-01 4
Total participants 2014-07-01 4
Number of participants with account balances 2014-07-01 4
2013: D REX PATTERSON PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 4
Total of all active and inactive participants 2013-07-01 4
Total participants 2013-07-01 4
Number of participants with account balances 2013-07-01 4
2012: D REX PATTERSON PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 4
Total of all active and inactive participants 2012-07-01 4
Total participants 2012-07-01 4
Number of participants with account balances 2012-07-01 4
2011: D REX PATTERSON PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Total of all active and inactive participants 2011-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 5
Number of participants with account balances 2011-07-01 4
2010: D REX PATTERSON PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year 2010-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 5
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 5
Number of participants with account balances 2010-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: D REX PATTERSON PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 5
Number of participants with account balances 2009-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2016: D REX PATTERSON PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Total participants	2016-07-01	0
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: D REX PATTERSON PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	4
Total of all active and inactive participants	2015-07-01	4
Total participants	2015-07-01	4
Number of participants with account balances	2015-07-01	4
2014: D REX PATTERSON PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	4
Total of all active and inactive participants	2014-07-01	4
Total participants	2014-07-01	4
Number of participants with account balances	2014-07-01	4
2013: D REX PATTERSON PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	4
Total of all active and inactive participants	2013-07-01	4
Total participants	2013-07-01	4
Number of participants with account balances	2013-07-01	4
2012: D REX PATTERSON PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	4
Total of all active and inactive participants	2012-07-01	4
Total participants	2012-07-01	4
Number of participants with account balances	2012-07-01	4
2011: D REX PATTERSON PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Total of all active and inactive participants	2011-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	5
Number of participants with account balances	2011-07-01	4
2010: D REX PATTERSON PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year	2010-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	5
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	5
Number of participants with account balances	2010-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: D REX PATTERSON PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	5
Number of participants with account balances	2009-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on D REX PATTERSON PROFIT SHARING

Measure	Date	Value
2017 : D REX PATTERSON PROFIT SHARING 2017 401k financial data
Transfers to/from the plan	2017-07-01	$-5,212,423
Total income from all sources	2017-07-01	$409,589
Expenses. Total of all expenses incurred	2017-07-01	$0
Total plan assets at end of year	2017-07-01	$0
Total plan assets at beginning of year	2017-07-01	$4,802,834
Other income received	2017-07-01	$314,589
Net income (gross income less expenses)	2017-07-01	$409,589
Net plan assets at end of year (total assets less liabilities)	2017-07-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-07-01	$4,802,834
Total contributions received or receivable from employer(s)	2017-07-01	$95,000
2016 : D REX PATTERSON PROFIT SHARING 2016 401k financial data
Total income from all sources	2016-06-30	$172,560
Expenses. Total of all expenses incurred	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$4,802,834
Total plan assets at beginning of year	2016-06-30	$4,630,274
Other income received	2016-06-30	$68,136
Net income (gross income less expenses)	2016-06-30	$172,560
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$4,802,834
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$4,630,274
Total contributions received or receivable from employer(s)	2016-06-30	$104,424
2015 : D REX PATTERSON PROFIT SHARING 2015 401k financial data
Total income from all sources	2015-06-30	$359,643
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$4,630,274
Total plan assets at beginning of year	2015-06-30	$4,270,631
Other income received	2015-06-30	$244,069
Net income (gross income less expenses)	2015-06-30	$359,643
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$4,630,274
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,270,631
Total contributions received or receivable from employer(s)	2015-06-30	$115,574
2014 : D REX PATTERSON PROFIT SHARING 2014 401k financial data
Total income from all sources	2014-06-30	$965,896
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$4,270,631
Total plan assets at beginning of year	2014-06-30	$3,304,735
Other income received	2014-06-30	$865,764
Net income (gross income less expenses)	2014-06-30	$965,896
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,270,631
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,304,735
Total contributions received or receivable from employer(s)	2014-06-30	$100,132
2013 : D REX PATTERSON PROFIT SHARING 2013 401k financial data
Total income from all sources	2013-06-30	$115,891
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$3,304,735
Total plan assets at beginning of year	2013-06-30	$2,703,616
Net income (gross income less expenses)	2013-06-30	$115,891
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,304,735
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,703,616
Total contributions received or receivable from employer(s)	2013-06-30	$115,891
2012 : D REX PATTERSON PROFIT SHARING 2012 401k financial data
Total income from all sources	2012-06-30	$110,202
Total plan assets at end of year	2012-06-30	$2,703,616
Total plan assets at beginning of year	2012-06-30	$2,593,414
Other income received	2012-06-30	$-28
Net income (gross income less expenses)	2012-06-30	$110,202
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,703,616
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,593,414
Total contributions received or receivable from employer(s)	2012-06-30	$110,230
2011 : D REX PATTERSON PROFIT SHARING 2011 401k financial data
Total income from all sources	2011-06-30	$698,628
Total plan assets at end of year	2011-06-30	$2,474,040
Total plan assets at beginning of year	2011-06-30	$1,894,786
Other income received	2011-06-30	$579,254
Net income (gross income less expenses)	2011-06-30	$698,628
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,474,040
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,894,786
Total contributions received or receivable from employer(s)	2011-06-30	$119,374

Form 5500 Responses for D REX PATTERSON PROFIT SHARING

2016: D REX PATTERSON PROFIT SHARING 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: D REX PATTERSON PROFIT SHARING 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: D REX PATTERSON PROFIT SHARING 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: D REX PATTERSON PROFIT SHARING 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: D REX PATTERSON PROFIT SHARING 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: D REX PATTERSON PROFIT SHARING 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: D REX PATTERSON PROFIT SHARING 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	First time form 5500 has been submitted	Yes
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: D REX PATTERSON PROFIT SHARING 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	D REX PATTERSON
Employer identification number (EIN):	581439614
NAIC Classification:	621210
NAIC Description:	Offices of Dentists