401k Plan data: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST plan

JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST
Plan identification number	002

JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JAMES A. MERRIMAN, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES A. MERRIMAN, D.M.D., P.C.

Employer identification number (EIN): 581627868

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JAMES A. MERRIMAN, D.M.D.
002 2015-01-01 JAMES A. MERRIMAN, D.M.D.
002 2014-01-01 JAMES A. MERRIMAN, D.M.D.
002 2013-01-01 JAMES A. MERRIMAN, D.M.D.
002 2012-01-01 JAMES A. MERRIMAN, D.M.D.
002 2011-01-01 JAMES A. MERRIMAN, D.M.D.
002 2009-01-01 JAMES A. MERRIMAN
002 2009-01-01 JAMES A. MERRIMAN

Plan Statistics for JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST

Measure Date Value
2017: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 3
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	3
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST

Measure	Date	Value
2017 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$228,860
Expenses. Total of all expenses incurred	2017-12-31	$11,584
Total plan assets at end of year	2017-12-31	$1,964,428
Total plan assets at beginning of year	2017-12-31	$1,747,152
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$51,875
Other income received	2017-12-31	$129,841
Net income (gross income less expenses)	2017-12-31	$217,276
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,964,428
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,747,152
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$175
Total contributions received or receivable from employer(s)	2017-12-31	$47,144
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$172,799
Expenses. Total of all expenses incurred	2016-12-31	$13,792
Total plan assets at end of year	2016-12-31	$1,747,152
Total plan assets at beginning of year	2016-12-31	$1,588,145
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$81,908
Net income (gross income less expenses)	2016-12-31	$159,007
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,747,152
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,588,145
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$4,786
Total contributions received or receivable from employer(s)	2016-12-31	$42,891
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$-30,084
Expenses. Total of all expenses incurred	2015-12-31	$15,786
Benefits paid (including direct rollovers)	2015-12-31	$108
Total plan assets at end of year	2015-12-31	$1,588,145
Total plan assets at beginning of year	2015-12-31	$1,634,015
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-120,077
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-45,870
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,588,145
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,634,015
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$33,586
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$6,125
Total contributions received or receivable from employer(s)	2015-12-31	$41,993
Value of certain deemed distributions of participant loans	2015-12-31	$15,678
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$119,305
Expenses. Total of all expenses incurred	2014-12-31	$36,487
Benefits paid (including direct rollovers)	2014-12-31	$22,075
Total plan assets at end of year	2014-12-31	$1,634,015
Total plan assets at beginning of year	2014-12-31	$1,551,197
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Other income received	2014-12-31	$31,614
Net income (gross income less expenses)	2014-12-31	$82,818
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,634,015
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,551,197
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$120,285
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$6,125
Total contributions received or receivable from employer(s)	2014-12-31	$41,691
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$180,999
Expenses. Total of all expenses incurred	2013-12-31	$12,686
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,551,197
Total plan assets at beginning of year	2013-12-31	$1,382,884
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$46,300
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$118,112
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$168,313
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,551,197
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,382,884
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$146,277
Total contributions received or receivable from employer(s)	2013-12-31	$16,587
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,686
2012 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 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	$180,360
Expenses. Total of all expenses incurred	2012-12-31	$10,946
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,382,884
Total plan assets at beginning of year	2012-12-31	$1,213,470
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$47,300
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$117,242
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$169,414
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,382,884
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,213,470
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$150,382
Total contributions received or receivable from employer(s)	2012-12-31	$15,818
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,946
2011 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$13,674
Expenses. Total of all expenses incurred	2011-12-31	$10,389
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,213,470
Total plan assets at beginning of year	2011-12-31	$1,210,185
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$5,875
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$3,517
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$3,285
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,213,470
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,210,185
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$148,404
Total contributions received or receivable from employer(s)	2011-12-31	$4,282
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,389
2010 : JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$134,418
Expenses. Total of all expenses incurred	2010-12-31	$266,605
Benefits paid (including direct rollovers)	2010-12-31	$256,121
Total plan assets at end of year	2010-12-31	$1,210,185
Total plan assets at beginning of year	2010-12-31	$1,342,372
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$34,550
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$95,594
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-132,187
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,210,185
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,342,372
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$146,028
Total contributions received or receivable from employer(s)	2010-12-31	$4,274
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,484

Form 5500 Responses for JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST

2017: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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: JAMES A. MERRIMAN, D.M.D., P.C. RETIREMENT 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:	JAMES A. MERRIMAN, D.M.D., P.C.
Employer identification number (EIN):	581627868
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	JAMES A. MERRIMAN, D.M.D.
002	2015-01-01	JAMES A. MERRIMAN, D.M.D.
002	2014-01-01	JAMES A. MERRIMAN, D.M.D.
002	2013-01-01	JAMES A. MERRIMAN, D.M.D.
002	2012-01-01	JAMES A. MERRIMAN, D.M.D.
002	2011-01-01	JAMES A. MERRIMAN, D.M.D.
002	2009-01-01	JAMES A. MERRIMAN
002	2009-01-01	JAMES A. MERRIMAN