401k Plan data: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN plan

KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 401k Plan overview

Plan Name	KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN
Plan identification number	003

KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

KESSLER & MORAD, P.A. has sponsored the creation of one or more 401k plans.

Company Name: KESSLER & MORAD, P.A.

Employer identification number (EIN): 591417529

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2011-10-01 LAWRENCE KESSLER
003 2010-10-01 LAWRENCE KESSLER
003 2009-10-01 LAWRENCE KESSLER

Plan id#	Filing Submission Date	Name of Administrator
003	2011-10-01	LAWRENCE KESSLER
003	2010-10-01	LAWRENCE KESSLER
003	2009-10-01	LAWRENCE KESSLER

Plan Statistics for KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN

401k plan membership statisitcs for KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN

Measure Date Value
2011: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 0
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 0
Number of participants with account balances 2011-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 11
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 11
Number of participants with account balances 2010-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 16
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 16
Number of participants with account balances 2009-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2011: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	0
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	0
Number of participants with account balances	2011-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	11
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	11
Number of participants with account balances	2010-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	16
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	16
Number of participants with account balances	2009-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN

Measure	Date	Value
2012 : KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$154,631
Expenses. Total of all expenses incurred	2012-09-30	$4,440,757
Benefits paid (including direct rollovers)	2012-09-30	$4,440,757
Total plan assets at end of year	2012-09-30	$0
Total plan assets at beginning of year	2012-09-30	$4,286,126
Value of fidelity bond covering the plan	2012-09-30	$300,000
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$154,631
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$-4,286,126
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,286,126
Total contributions received or receivable from employer(s)	2012-09-30	$0
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
2011 : KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2011 401k financial data
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-944,930
Expenses. Total of all expenses incurred	2011-09-30	$0
Benefits paid (including direct rollovers)	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$4,286,126
Total plan assets at beginning of year	2011-09-30	$5,231,056
Value of fidelity bond covering the plan	2011-09-30	$300,000
Total contributions received or receivable from participants	2011-09-30	$0
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-944,930
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-944,930
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,286,126
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$5,231,056
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0

Form 5500 Responses for KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN

2011: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	Yes
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	Yes
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: KESSLER & FISHMAN, D.D.S., P.A. EMPLOYEES' VOLUNTARY CONTRIBUTION PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KESSLER & MORAD, P.A.
Employer identification number (EIN):	591417529
NAIC Classification:	621210
NAIC Description:	Offices of Dentists