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| Plan Name | JAMES A. BERGLES, DDS, PC EMP. PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES A. BERGLES, DDS, PC |
| Employer identification number (EIN): | 840718185 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2014-10-01 | JAMES A. BERGLES, DDS | JAMES A. BERGLES, DDS | 2015-10-28 |
| Measure | Date | Value |
|---|---|---|
| 2014: JAMES A. BERGLES, DDS, PC EMP. PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-10-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 1 |
| Number of participants with account balances | 2014-10-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2015 : JAMES A. BERGLES, DDS, PC EMP. PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-09-30 | $12,778 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $25,159 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $23,848 |
| Total plan assets at end of year | 2015-09-30 | $1,066,783 |
| Total plan assets at beginning of year | 2015-09-30 | $1,079,164 |
| Value of fidelity bond covering the plan | 2015-09-30 | $100,000 |
| Assets. Value of loans (other than to participants) | 2015-09-30 | $8,287 |
| Other income received | 2015-09-30 | $11,297 |
| Net income (gross income less expenses) | 2015-09-30 | $-12,381 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,066,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,079,164 |
| Assets. Value of participant loans | 2015-09-30 | $26,862 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $1,481 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $1,311 |
| 2014: JAMES A. BERGLES, DDS, PC EMP. PROFIT SHARING PLAN 2014 form 5500 responses | ||
|---|---|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
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