401k Plan data: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN plan

JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN
Plan identification number	001

JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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

JOHN R SAUNDERSON DMD has sponsored the creation of one or more 401k plans.

Company Name: JOHN R SAUNDERSON DMD

Employer identification number (EIN): 680162545

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 JOHN R SAUNDERSON JOHN R SAUNDERSON 2013-10-10
001 2011-01-01 PENSION FILERS
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	JOHN R SAUNDERSON	JOHN R SAUNDERSON	2013-10-10
001	2011-01-01	PENSION FILERS
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 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 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 0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 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	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	0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$322,995
Expenses. Total of all expenses incurred	2013-12-31	$22,569
Total plan assets at end of year	2013-12-31	$2,082,618
Total plan assets at beginning of year	2013-12-31	$1,782,192
Value of fidelity bond covering the plan	2013-12-31	$180,000
Other income received	2013-12-31	$162,995
Net income (gross income less expenses)	2013-12-31	$300,426
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,082,618
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,782,192
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$168,939
Expenses. Total of all expenses incurred	2012-12-31	$13,161
Total plan assets at end of year	2012-12-31	$1,782,192
Total plan assets at beginning of year	2012-12-31	$1,626,414
Value of fidelity bond covering the plan	2012-12-31	$180,000
Other income received	2012-12-31	$8,939
Net income (gross income less expenses)	2012-12-31	$155,778
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,782,192
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,626,414
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$21,943
Total contributions received or receivable from employer(s)	2012-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$186,754
Expenses. Total of all expenses incurred	2011-12-31	$10,649
Total plan assets at end of year	2011-12-31	$1,626,414
Total plan assets at beginning of year	2011-12-31	$1,450,309
Value of fidelity bond covering the plan	2011-12-31	$150,000
Other income received	2011-12-31	$26,754
Net income (gross income less expenses)	2011-12-31	$176,105
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,626,414
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,450,309
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$23,121
Total contributions received or receivable from employer(s)	2011-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$272,259
Expenses. Total of all expenses incurred	2010-12-31	$8,365
Benefits paid (including direct rollovers)	2010-12-31	$384
Total plan assets at end of year	2010-12-31	$1,450,309
Total plan assets at beginning of year	2010-12-31	$1,186,415
Value of fidelity bond covering the plan	2010-12-31	$125,000
Other income received	2010-12-31	$112,259
Net income (gross income less expenses)	2010-12-31	$263,894
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,450,309
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,186,415
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$22,748
Total contributions received or receivable from employer(s)	2010-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN

2013: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION PLAN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R SAUNDERSON DMD DEFINED BENEFIT PENSION 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN R SAUNDERSON DMD
Employer identification number (EIN):	680162545
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)