401k Plan data: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN plan

JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN
Plan identification number	002

JEFFREY D. BLUM, D.D.S., P.A. 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JEFFREY D. BLUM, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY D. BLUM, D.D.S., P.A.

Employer identification number (EIN): 592131999

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JEFFREY D. BLUM, D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1981-10-30

Company Identification Number: F52906

Legal Registered Office Address: 4308 ALTON RD.

MIAMI BEACH

33140

More information about JEFFREY D. BLUM, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 JEFFREY D BLUM 2015-08-27
002 2013-01-01 JEFFREY D BLUM
002 2012-01-01 JEFFREY D BLUM
002 2011-01-01 JEFFREY D BLUM
002 2010-01-01 JEFFREY D BLUM
002 2009-01-01 JEFFREY D BLUM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	JEFFREY D BLUM	2015-08-27
002	2013-01-01	JEFFREY D BLUM
002	2012-01-01	JEFFREY D BLUM
002	2011-01-01	JEFFREY D BLUM
002	2010-01-01	JEFFREY D BLUM
002	2009-01-01	JEFFREY D BLUM

Plan Statistics for JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2013: JEFFREY D. BLUM, D.D.S., P.A. 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 7
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
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 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: JEFFREY D. BLUM, D.D.S., P.A. 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	7
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
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	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN

Measure	Date	Value
2013 : JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 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	$303,684
Expenses. Total of all expenses incurred	2013-12-31	$199,545
Benefits paid (including direct rollovers)	2013-12-31	$172,798
Total plan assets at end of year	2013-12-31	$1,664,378
Total plan assets at beginning of year	2013-12-31	$1,560,239
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$6,255
Assets. Value of loans (other than to participants)	2013-12-31	$0
Other income received	2013-12-31	$211,365
Net income (gross income less expenses)	2013-12-31	$104,139
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,664,378
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,560,239
Total contributions received or receivable from employer(s)	2013-12-31	$86,064
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$26,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k financial data
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	$130,623
Expenses. Total of all expenses incurred	2012-12-31	$25,126
Total plan assets at end of year	2012-12-31	$1,560,239
Total plan assets at beginning of year	2012-12-31	$1,454,742
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$600
Assets. Value of loans (other than to participants)	2012-12-31	$100,000
Other income received	2012-12-31	$128,503
Net income (gross income less expenses)	2012-12-31	$105,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,560,239
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,454,742
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$1,520
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25,126
2011 : JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$138
Total income from all sources	2011-12-31	$92,023
Expenses. Total of all expenses incurred	2011-12-31	$25,232
Benefits paid (including direct rollovers)	2011-12-31	$334
Total plan assets at end of year	2011-12-31	$1,454,742
Total plan assets at beginning of year	2011-12-31	$1,388,089
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$4,200
Other income received	2011-12-31	$-2,177
Net income (gross income less expenses)	2011-12-31	$66,791
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,454,742
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,387,951
Assets. Value of participant loans	2011-12-31	$1,808
Total contributions received or receivable from employer(s)	2011-12-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$138
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$170,325
Expenses. Total of all expenses incurred	2010-12-31	$29,186
Benefits paid (including direct rollovers)	2010-12-31	$6,824
Total plan assets at end of year	2010-12-31	$1,388,089
Total plan assets at beginning of year	2010-12-31	$1,246,812
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$4,000
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	$151,911
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$141,139
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,387,951
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,246,812
Assets. Value of participant loans	2010-12-31	$5,487
Total contributions received or receivable from employer(s)	2010-12-31	$14,414
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	$22,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN

2013: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 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: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 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
2010: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFREY D. BLUM, D.D.S., P.A. PROFIT SHARING PLAN 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:	JEFFREY D. BLUM, D.D.S., P.A.
Employer identification number (EIN):	592131999
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1981-10-30
Company Identification Number:	F52906
Legal Registered Office Address:	4308 ALTON RD. MIAMI BEACH 33140