401k Plan data: GARY N STEEN DMD 401K SAVINGS plan

GARY N STEEN DMD 401K SAVINGS 401k Plan overview

Plan Name	GARY N STEEN DMD 401K SAVINGS
Plan identification number	001

GARY N STEEN DMD 401K SAVINGS 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

GARY N STEEN DMD has sponsored the creation of one or more 401k plans.

Company Name: GARY N STEEN DMD

Employer identification number (EIN): 592898839

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY N STEEN DMD 401K SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 STEPHEN CONNETT 2012-07-31 STEPHEN CONNETT 2012-07-31
001 2010-01-01 STEPHEN CONNETT 2011-08-01 STEPHEN CONNETT 2011-08-01
001 2009-01-01 GARY N STEEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	STEPHEN CONNETT	2012-07-31	STEPHEN CONNETT	2012-07-31
001	2010-01-01	STEPHEN CONNETT	2011-08-01	STEPHEN CONNETT	2011-08-01
001	2009-01-01	GARY N STEEN

Plan Statistics for GARY N STEEN DMD 401K SAVINGS

401k plan membership statisitcs for GARY N STEEN DMD 401K SAVINGS

Measure Date Value
2011: GARY N STEEN DMD 401K SAVINGS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 1
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
2010: GARY N STEEN DMD 401K SAVINGS 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 2
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: GARY N STEEN DMD 401K SAVINGS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2011: GARY N STEEN DMD 401K SAVINGS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	1
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
2010: GARY N STEEN DMD 401K SAVINGS 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	2
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: GARY N STEEN DMD 401K SAVINGS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on GARY N STEEN DMD 401K SAVINGS

Measure	Date	Value
2011 : GARY N STEEN DMD 401K SAVINGS 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-30,237
Total income from all sources	2011-12-31	$13,901
Expenses. Total of all expenses incurred	2011-12-31	$50
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$109,218
Total plan assets at beginning of year	2011-12-31	$125,604
Total contributions received or receivable from participants	2011-12-31	$2,095
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$11,526
Net income (gross income less expenses)	2011-12-31	$13,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$109,218
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$125,604
Total contributions received or receivable from employer(s)	2011-12-31	$280
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : GARY N STEEN DMD 401K SAVINGS 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-5,820
Total income from all sources	2010-12-31	$38,244
Expenses. Total of all expenses incurred	2010-12-31	$260
Total plan assets at end of year	2010-12-31	$125,604
Total plan assets at beginning of year	2010-12-31	$93,440
Total contributions received or receivable from participants	2010-12-31	$15,625
Contributions received from other sources (not participants or employers)	2010-12-31	$14,356
Other income received	2010-12-31	$5,088
Net income (gross income less expenses)	2010-12-31	$37,984
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$125,604
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$93,440
Total contributions received or receivable from employer(s)	2010-12-31	$3,175
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$260

Form 5500 Responses for GARY N STEEN DMD 401K SAVINGS

2011: GARY N STEEN DMD 401K SAVINGS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GARY N STEEN DMD 401K SAVINGS 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GARY N STEEN DMD 401K SAVINGS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY N STEEN DMD
Employer identification number (EIN):	592898839
NAIC Classification:	621210
NAIC Description:	Offices of Dentists