401k Plan data: RICHARD E PHELAN DDS RETIREMENT PLAN plan

RICHARD E PHELAN DDS RETIREMENT PLAN 401k Plan overview

Plan Name	RICHARD E PHELAN DDS RETIREMENT PLAN
Plan identification number	002

RICHARD E PHELAN DDS RETIREMENT 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
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.
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

RICHARD E PHELAN DDS has sponsored the creation of one or more 401k plans.

Company Name: RICHARD E PHELAN DDS

Employer identification number (EIN): 710509609

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E PHELAN DDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 RICHARD E PHELAN
002 2015-01-01 RICHARD E PHELAN
002 2014-01-01 RICHARD E PHELAN

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	RICHARD E PHELAN
002	2015-01-01	RICHARD E PHELAN
002	2014-01-01	RICHARD E PHELAN

Plan Statistics for RICHARD E PHELAN DDS RETIREMENT PLAN

401k plan membership statisitcs for RICHARD E PHELAN DDS RETIREMENT PLAN

Measure Date Value
2016: RICHARD E PHELAN DDS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD E PHELAN DDS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
2014: RICHARD E PHELAN DDS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8

Measure	Date	Value
2016: RICHARD E PHELAN DDS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD E PHELAN DDS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
2014: RICHARD E PHELAN DDS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8

Financial Data on RICHARD E PHELAN DDS RETIREMENT PLAN

Measure	Date	Value
2016 : RICHARD E PHELAN DDS RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-72,509
Total income from all sources	2016-12-31	$829
Expenses. Total of all expenses incurred	2016-12-31	$33
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$71,713
Value of fidelity bond covering the plan	2016-12-31	$10,000
Other income received	2016-12-31	$829
Net income (gross income less expenses)	2016-12-31	$796
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$71,713
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$33
2015 : RICHARD E PHELAN DDS RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$34,972
Expenses. Total of all expenses incurred	2015-12-31	$211
Total plan assets at end of year	2015-12-31	$71,713
Total plan assets at beginning of year	2015-12-31	$36,952
Value of fidelity bond covering the plan	2015-12-31	$10,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$211
Other income received	2015-12-31	$-800
Net income (gross income less expenses)	2015-12-31	$34,761
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$71,713
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$36,952
Total contributions received or receivable from employer(s)	2015-12-31	$35,772
2014 : RICHARD E PHELAN DDS RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$36,952
Total plan assets at end of year	2014-12-31	$36,952
Value of fidelity bond covering the plan	2014-12-31	$10,000
Net income (gross income less expenses)	2014-12-31	$36,952
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$36,952
Total contributions received or receivable from employer(s)	2014-12-31	$36,952

Form 5500 Responses for RICHARD E PHELAN DDS RETIREMENT PLAN

2016: RICHARD E PHELAN DDS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD E PHELAN DDS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD E PHELAN DDS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD E PHELAN DDS
Employer identification number (EIN):	710509609
NAIC Classification:	621210
NAIC Description:	Offices of Dentists