401k Plan data: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN plan

PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN
Plan identification number	001

PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PAUL G DAVIS JR DDS PA has sponsored the creation of one or more 401k plans.

Company Name: PAUL G DAVIS JR DDS PA

Employer identification number (EIN): 752710841

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL G DAVIS JR 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
001 2017-01-01 PAUL DAVIS JR DDS
001 2016-01-01 PAUL DAVIS JR DDS
001 2015-01-01 PAUL DAVIS JR DDS
001 2014-01-01 PAUL DAVIS JR DDS
001 2013-01-01 PAUL DAVIS JR DDS
001 2012-01-01 PAUL DAVIS JR DDS
001 2011-01-01 PAUL DAVIS JR DDS
001 2010-01-01 PAUL DAVIS JR DDS
001 2009-01-01 PAUL DAVIS JR DDS

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	PAUL DAVIS JR DDS
001	2016-01-01	PAUL DAVIS JR DDS
001	2015-01-01	PAUL DAVIS JR DDS
001	2014-01-01	PAUL DAVIS JR DDS
001	2013-01-01	PAUL DAVIS JR DDS
001	2012-01-01	PAUL DAVIS JR DDS
001	2011-01-01	PAUL DAVIS JR DDS
001	2010-01-01	PAUL DAVIS JR DDS
001	2009-01-01	PAUL DAVIS JR DDS

Plan Statistics for PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 2
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 1
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 1
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	2
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	1
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	1
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$324,821
Expenses. Total of all expenses incurred	2017-12-31	$924,064
Benefits paid (including direct rollovers)	2017-12-31	$909,865
Total plan assets at end of year	2017-12-31	$1,554,181
Total plan assets at beginning of year	2017-12-31	$2,153,424
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$75,897
Assets. Value of loans (other than to participants)	2017-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$14,199
Other income received	2017-12-31	$198,924
Net income (gross income less expenses)	2017-12-31	$-599,243
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,554,181
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,153,424
Assets. Value of participant loans	2017-12-31	$35,102
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$91,304
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$239,887
Expenses. Total of all expenses incurred	2016-12-31	$23,320
Total plan assets at end of year	2016-12-31	$2,153,424
Total plan assets at beginning of year	2016-12-31	$1,936,857
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$71,197
Assets. Value of loans (other than to participants)	2016-12-31	$218,536
Expenses. Other expenses not covered elsewhere	2016-12-31	$23,320
Other income received	2016-12-31	$118,690
Net income (gross income less expenses)	2016-12-31	$216,567
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,153,424
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,936,857
Assets. Value of participant loans	2016-12-31	$47,729
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$167,856
Total contributions received or receivable from employer(s)	2016-12-31	$50,000
2015 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,016
Expenses. Total of all expenses incurred	2015-12-31	$28,394
Total plan assets at end of year	2015-12-31	$1,936,857
Total plan assets at beginning of year	2015-12-31	$1,949,235
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$56,186
Assets. Value of loans (other than to participants)	2015-12-31	$24,845
Expenses. Other expenses not covered elsewhere	2015-12-31	$16,475
Other income received	2015-12-31	$-90,170
Net income (gross income less expenses)	2015-12-31	$-12,378
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,936,857
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,949,235
Assets. Value of participant loans	2015-12-31	$74,999
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$207,948
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
Value of certain deemed distributions of participant loans	2015-12-31	$11,919
2014 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$135,359
Expenses. Total of all expenses incurred	2014-12-31	$16,162
Total plan assets at end of year	2014-12-31	$1,949,235
Total plan assets at beginning of year	2014-12-31	$1,830,038
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$66,389
Assets. Value of loans (other than to participants)	2014-12-31	$30,426
Expenses. Other expenses not covered elsewhere	2014-12-31	$16,162
Other income received	2014-12-31	$41,939
Net income (gross income less expenses)	2014-12-31	$119,197
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,949,235
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,830,038
Assets. Value of participant loans	2014-12-31	$104,964
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$120,964
Total contributions received or receivable from employer(s)	2014-12-31	$27,031
2013 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$196,170
Expenses. Total of all expenses incurred	2013-12-31	$116,996
Benefits paid (including direct rollovers)	2013-12-31	$107,599
Total plan assets at end of year	2013-12-31	$1,830,038
Total plan assets at beginning of year	2013-12-31	$1,750,864
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$54,339
Assets. Value of loans (other than to participants)	2013-12-31	$26,398
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,397
Other income received	2013-12-31	$117,504
Net income (gross income less expenses)	2013-12-31	$79,174
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,830,038
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,750,864
Assets. Value of participant loans	2013-12-31	$135,376
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$249,239
Total contributions received or receivable from employer(s)	2013-12-31	$24,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$259,483
Expenses. Total of all expenses incurred	2012-12-31	$12,441
Benefits paid (including direct rollovers)	2012-12-31	$2,008
Total plan assets at end of year	2012-12-31	$1,750,864
Total plan assets at beginning of year	2012-12-31	$1,503,822
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$68,688
Assets. Value of loans (other than to participants)	2012-12-31	$161,737
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,433
Contributions received from other sources (not participants or employers)	2012-12-31	$20,100
Other income received	2012-12-31	$147,469
Net income (gross income less expenses)	2012-12-31	$247,042
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,750,864
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,503,822
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$252,850
Total contributions received or receivable from employer(s)	2012-12-31	$23,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$56,323
Expenses. Total of all expenses incurred	2011-12-31	$8,841
Total plan assets at end of year	2011-12-31	$1,503,822
Total plan assets at beginning of year	2011-12-31	$1,456,340
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$69,887
Assets. Value of loans (other than to participants)	2011-12-31	$41,521
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,841
Other income received	2011-12-31	$-36,950
Net income (gross income less expenses)	2011-12-31	$47,482
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,503,822
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,456,340
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$216,000
Total contributions received or receivable from employer(s)	2011-12-31	$23,386
2010 : PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$224,935
Expenses. Total of all expenses incurred	2010-12-31	$15,012
Benefits paid (including direct rollovers)	2010-12-31	$2,645
Total plan assets at end of year	2010-12-31	$1,456,340
Total plan assets at beginning of year	2010-12-31	$1,246,417
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$71,340
Assets. Value of loans (other than to participants)	2010-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$12,367
Other income received	2010-12-31	$77,210
Net income (gross income less expenses)	2010-12-31	$209,923
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,456,340
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,246,417
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$165,330
Total contributions received or receivable from employer(s)	2010-12-31	$76,385

Form 5500 Responses for PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN

2017: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 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: PAUL G DAVIS JR 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: PAUL G DAVIS JR 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: PAUL G DAVIS JR 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
2010: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING PLAN 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: PAUL G DAVIS JR DDS PA 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAUL G DAVIS JR DDS PA
Employer identification number (EIN):	752710841
NAIC Classification:	621210
NAIC Description:	Offices of Dentists