401k Plan data: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST plan

WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST
Plan identification number	002

WESTSIDE FAMILY DENTAL RETIREMENT 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUTCHENS, BEAVER, BULLARD DENTAL PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: HUTCHENS, BEAVER, BULLARD DENTAL PARTNERSHIP

Employer identification number (EIN): 730951921

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 BRANDON BEAVER
002 2013-01-01 BRANDON BEAVER
002 2012-01-01 BRANDON BEAVER
002 2011-01-01 CARROLL T. HUTCHENS
002 2010-01-01 CARROLL T. HUTCHENS, II, D.D.S.
002 2009-01-01 CARROLL T. HUTCHENS, II, D.D.S.
002 2009-01-01 CARROLL T. HUTCHENS, II, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	BRANDON BEAVER
002	2013-01-01	BRANDON BEAVER
002	2012-01-01	BRANDON BEAVER
002	2011-01-01	CARROLL T. HUTCHENS
002	2010-01-01	CARROLL T. HUTCHENS, II, D.D.S.
002	2009-01-01	CARROLL T. HUTCHENS, II, D.D.S.
002	2009-01-01	CARROLL T. HUTCHENS, II, D.D.S.

Plan Statistics for WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST

401k plan membership statisitcs for WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST

Measure Date Value
2014: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 10
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 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
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 6
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
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 5
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 3
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	10
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	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
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	6
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
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	5
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	3
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST

Measure	Date	Value
2014 : WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$247,391
Expenses. Total of all expenses incurred	2014-12-31	$3,481,571
Benefits paid (including direct rollovers)	2014-12-31	$3,446,911
Total plan assets at end of year	2014-12-31	$979,275
Total plan assets at beginning of year	2014-12-31	$4,213,455
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$36,340
Assets. Value of loans (other than to participants)	2014-12-31	$70,573
Expenses. Other expenses not covered elsewhere	2014-12-31	$836
Other income received	2014-12-31	$178,629
Net income (gross income less expenses)	2014-12-31	$-3,234,180
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$979,275
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,213,455
Assets. Value of participant loans	2014-12-31	$7,654
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$278,032
Total contributions received or receivable from employer(s)	2014-12-31	$32,422
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$33,824
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$469,727
Expenses. Total of all expenses incurred	2013-12-31	$60,430
Benefits paid (including direct rollovers)	2013-12-31	$23,855
Total plan assets at end of year	2013-12-31	$4,213,455
Total plan assets at beginning of year	2013-12-31	$3,804,158
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$86,255
Assets. Value of loans (other than to participants)	2013-12-31	$70,763
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,104
Other income received	2013-12-31	$313,969
Net income (gross income less expenses)	2013-12-31	$409,297
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,213,455
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,804,158
Assets. Value of participant loans	2013-12-31	$14,521
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$278,032
Total contributions received or receivable from employer(s)	2013-12-31	$69,503
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$35,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$455,819
Expenses. Total of all expenses incurred	2012-12-31	$57,707
Benefits paid (including direct rollovers)	2012-12-31	$38,625
Total plan assets at end of year	2012-12-31	$3,785,306
Total plan assets at beginning of year	2012-12-31	$3,387,194
Value of fidelity bond covering the plan	2012-12-31	$300,000
Assets. Value of tangible personal property	2012-12-31	$70,993
Total contributions received or receivable from participants	2012-12-31	$78,858
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$297,021
Net income (gross income less expenses)	2012-12-31	$398,112
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,785,306
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,387,194
Assets. Value of participant loans	2012-12-31	$18,619
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$277,495
Total contributions received or receivable from employer(s)	2012-12-31	$79,940
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$19,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 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	$0
Total income from all sources	2011-12-31	$201,899
Expenses. Total of all expenses incurred	2011-12-31	$67,112
Benefits paid (including direct rollovers)	2011-12-31	$67,112
Total plan assets at end of year	2011-12-31	$3,401,440
Total plan assets at beginning of year	2011-12-31	$3,266,653
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$91,709
Contributions received from other sources (not participants or employers)	2011-12-31	$14,246
Other income received	2011-12-31	$21,405
Net income (gross income less expenses)	2011-12-31	$134,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,401,440
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,266,653
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$268,840
Total contributions received or receivable from employer(s)	2011-12-31	$74,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$414,279
Expenses. Total of all expenses incurred	2010-12-31	$26,186
Benefits paid (including direct rollovers)	2010-12-31	$2,105
Total plan assets at end of year	2010-12-31	$3,266,653
Total plan assets at beginning of year	2010-12-31	$2,878,560
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$68,433
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	$249,502
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$388,093
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,266,653
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,878,560
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$263,259
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$52
Total contributions received or receivable from employer(s)	2010-12-31	$96,344
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	$24,081

Form 5500 Responses for WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST

2014: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 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: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 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: WESTSIDE FAMILY DENTAL RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	HUTCHENS, BEAVER, BULLARD DENTAL PARTNERSHIP
Employer identification number (EIN):	730951921
NAIC Classification:	621210
NAIC Description:	Offices of Dentists