401k Plan data: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN plan

CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN
Plan identification number	003

CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING 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.
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

CHARLES STEWART DDS PA has sponsored the creation of one or more 401k plans.

Company Name: CHARLES STEWART DDS PA

Employer identification number (EIN): 742022931

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01
003 2012-01-01 CHARLES STEWART CHARLES STEWART 2013-03-11
003 2011-01-01 CHARLES STEWART CHARLES STEWART 2012-05-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01
003	2012-01-01	CHARLES STEWART	CHARLES STEWART	2013-03-11
003	2011-01-01	CHARLES STEWART	CHARLES STEWART	2012-05-02

Plan Statistics for CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 7
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 7
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2013: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	7
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	7
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$115,914
Expenses. Total of all expenses incurred	2013-12-31	$11,879
Benefits paid (including direct rollovers)	2013-12-31	$7,990
Total plan assets at end of year	2013-12-31	$520,364
Total plan assets at beginning of year	2013-12-31	$416,329
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,889
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$9,087
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$104,035
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$520,364
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$416,329
Total contributions received or receivable from employer(s)	2013-12-31	$106,827
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$111,866
Expenses. Total of all expenses incurred	2012-12-31	$2,832
Total plan assets at end of year	2012-12-31	$416,329
Total plan assets at beginning of year	2012-12-31	$307,295
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,832
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$10,653
Net income (gross income less expenses)	2012-12-31	$109,034
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$416,329
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$307,295
Total contributions received or receivable from employer(s)	2012-12-31	$101,213
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$110,127
Expenses. Total of all expenses incurred	2011-12-31	$1,771
Total plan assets at end of year	2011-12-31	$307,295
Total plan assets at beginning of year	2011-12-31	$198,939
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,771
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-770
Net income (gross income less expenses)	2011-12-31	$108,356
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$307,295
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$198,939
Total contributions received or receivable from employer(s)	2011-12-31	$110,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,951
Expenses. Total of all expenses incurred	2010-12-31	$406
Total plan assets at end of year	2010-12-31	$198,939
Total plan assets at beginning of year	2010-12-31	$100,394
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$406
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$3,731
Net income (gross income less expenses)	2010-12-31	$98,545
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$198,939
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$100,394
Total contributions received or receivable from employer(s)	2010-12-31	$95,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING PLAN

2013: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES STEWART, DDS, PA 401(K) PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES STEWART DDS PA
Employer identification number (EIN):	742022931
NAIC Classification:	621210
NAIC Description:	Offices of Dentists