401k Plan data: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST plan

J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST
Plan identification number	002

J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & 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
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J. EDWARD WALKER, JR., DMD PC has sponsored the creation of one or more 401k plans.

Company Name: J. EDWARD WALKER, JR., DMD PC

Employer identification number (EIN): 630681809

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-03-01 JEFFREY BROWN 2016-09-26
002 2014-03-01 JEFFREY BROWN
002 2013-03-01 JEFFREY BROWN
002 2012-03-01 JEFFREY BROWN
002 2011-03-01 J. EDWARD WALKER, JR. J. EDWARD WALKER, JR. 2012-10-08
002 2009-03-01 J. E. WALKER, JR., DMD, PC 2010-10-11 J. E. WALKER, JR., DMD, PC 2010-10-11
002 2009-03-01 J E WALKER 2010-10-13 J E WALKER 2010-10-13
002 2009-03-01 J. E. WALKER, JR., DMD, PC J. E. WALKER, JR., DMD, PC 2010-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-03-01	JEFFREY BROWN	2016-09-26
002	2014-03-01	JEFFREY BROWN
002	2013-03-01	JEFFREY BROWN
002	2012-03-01	JEFFREY BROWN
002	2011-03-01	J. EDWARD WALKER, JR.		J. EDWARD WALKER, JR.	2012-10-08
002	2009-03-01	J. E. WALKER, JR., DMD, PC	2010-10-11	J. E. WALKER, JR., DMD, PC	2010-10-11
002	2009-03-01	J E WALKER	2010-10-13	J E WALKER	2010-10-13
002	2009-03-01	J. E. WALKER, JR., DMD, PC		J. E. WALKER, JR., DMD, PC	2010-09-13

Plan Statistics for J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-03-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 8
Total of all active and inactive participants 2014-03-01 8
Total participants 2014-03-01 8
Number of participants with account balances 2014-03-01 8
2013: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-03-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 9
Total of all active and inactive participants 2013-03-01 9
Total participants 2013-03-01 9
Number of participants with account balances 2013-03-01 9
2012: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-03-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 9
Number of other retired or separated participants entitled to future benefits 2012-03-01 1
Total of all active and inactive participants 2012-03-01 10
Total participants 2012-03-01 10
Number of participants with account balances 2012-03-01 10
2011: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-03-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 10
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 1
Total of all active and inactive participants 2011-03-01 11
Total participants 2011-03-01 11
Number of participants with account balances 2011-03-01 10
2009: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-03-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 9
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 9
Number of participants with account balances 2009-03-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2014: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-03-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	8
Total of all active and inactive participants	2014-03-01	8
Total participants	2014-03-01	8
Number of participants with account balances	2014-03-01	8
2013: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-03-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	9
Total of all active and inactive participants	2013-03-01	9
Total participants	2013-03-01	9
Number of participants with account balances	2013-03-01	9
2012: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-03-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	9
Number of other retired or separated participants entitled to future benefits	2012-03-01	1
Total of all active and inactive participants	2012-03-01	10
Total participants	2012-03-01	10
Number of participants with account balances	2012-03-01	10
2011: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-03-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	10
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	1
Total of all active and inactive participants	2011-03-01	11
Total participants	2011-03-01	11
Number of participants with account balances	2011-03-01	10
2009: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-03-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	9
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	9
Number of participants with account balances	2009-03-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-02-28	$157,297
Expenses. Total of all expenses incurred	2015-02-28	$61,407
Benefits paid (including direct rollovers)	2015-02-28	$61,407
Total plan assets at end of year	2015-02-28	$3,013,402
Total plan assets at beginning of year	2015-02-28	$2,917,512
Value of fidelity bond covering the plan	2015-02-28	$500,000
Other income received	2015-02-28	$148,366
Net income (gross income less expenses)	2015-02-28	$95,890
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$3,013,402
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$2,917,512
Assets. Value of participant loans	2015-02-28	$5,205
Total contributions received or receivable from employer(s)	2015-02-28	$8,931
2014 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-02-28	$414,044
Expenses. Total of all expenses incurred	2014-02-28	$23,328
Benefits paid (including direct rollovers)	2014-02-28	$23,328
Total plan assets at end of year	2014-02-28	$2,917,512
Total plan assets at beginning of year	2014-02-28	$2,526,796
Value of fidelity bond covering the plan	2014-02-28	$500,000
Other income received	2014-02-28	$404,044
Net income (gross income less expenses)	2014-02-28	$390,716
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$2,917,512
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$2,526,796
Assets. Value of participant loans	2014-02-28	$4,621
Total contributions received or receivable from employer(s)	2014-02-28	$10,000
2013 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-02-28	$243,142
Total plan assets at end of year	2013-02-28	$2,526,796
Total plan assets at beginning of year	2013-02-28	$2,283,654
Value of fidelity bond covering the plan	2013-02-28	$250,000
Other income received	2013-02-28	$230,331
Net income (gross income less expenses)	2013-02-28	$243,142
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$2,526,796
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$2,283,654
Total contributions received or receivable from employer(s)	2013-02-28	$12,811
2012 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-02-29	$2,634
Expenses. Total of all expenses incurred	2012-02-29	$0
Benefits paid (including direct rollovers)	2012-02-29	$0
Total plan assets at end of year	2012-02-29	$2,283,654
Total plan assets at beginning of year	2012-02-29	$2,281,020
Value of fidelity bond covering the plan	2012-02-29	$250,000
Total contributions received or receivable from participants	2012-02-29	$0
Expenses. Other expenses not covered elsewhere	2012-02-29	$0
Other income received	2012-02-29	$-57,626
Net income (gross income less expenses)	2012-02-29	$2,634
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$2,283,654
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$2,281,020
Total contributions received or receivable from employer(s)	2012-02-29	$60,260
Total income from all sources	2012-02-28	$2,634
Expenses. Total of all expenses incurred	2012-02-28	$0
Benefits paid (including direct rollovers)	2012-02-28	$0
Total plan assets at end of year	2012-02-28	$2,283,654
Total plan assets at beginning of year	2012-02-28	$2,281,020
Value of fidelity bond covering the plan	2012-02-28	$250,000
Total contributions received or receivable from participants	2012-02-28	$0
Expenses. Other expenses not covered elsewhere	2012-02-28	$0
Other income received	2012-02-28	$-57,626
Net income (gross income less expenses)	2012-02-28	$2,634
Net plan assets at end of year (total assets less liabilities)	2012-02-28	$2,283,654
Net plan assets at beginning of year (total assets less liabilities)	2012-02-28	$2,281,020
Total contributions received or receivable from employer(s)	2012-02-28	$60,260
2011 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-02-28	$406,833
Expenses. Total of all expenses incurred	2011-02-28	$0
Total plan assets at end of year	2011-02-28	$2,281,020
Total plan assets at beginning of year	2011-02-28	$1,874,187
Value of fidelity bond covering the plan	2011-02-28	$250,000
Total contributions received or receivable from participants	2011-02-28	$0
Other income received	2011-02-28	$356,833
Net income (gross income less expenses)	2011-02-28	$406,833
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$2,281,020
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$1,874,187
Total contributions received or receivable from employer(s)	2011-02-28	$50,000
2010 : J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-02-28	$0
Minimum employer required contribution for this plan year	2010-02-28	$0
Amount contributed by the employer to the plan for this plan year	2010-02-28	$0

Form 5500 Responses for J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST

2014: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	Yes
2011-03-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2009: J. EDWARD WALKER, JR., DMD, PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. EDWARD WALKER, JR., DMD PC
Employer identification number (EIN):	630681809
NAIC Classification:	621210
NAIC Description:	Offices of Dentists