401k Plan data: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN plan

BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN
Plan identification number	002

BRIAN J. WILSON, D.D.S., P.C. 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

BRIAN J. WILSON, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: BRIAN J. WILSON, D.D.S., P.C.

Employer identification number (EIN): 860380740

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 BRIAN WILSON BRIAN WILSON 2014-10-06
002 2012-01-01 BRIAN WILSON BRIAN WILSON 2013-10-11
002 2011-01-01 BRIAN WILSON BRIAN WILSON 2012-10-12
002 2010-01-01 BRIAN J. WILSON DDS, PC BRIAN J. WILSON DDS, PC 2011-10-14
002 2009-01-01 BRIAN J WILSON BRIAN J WILSON 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	BRIAN WILSON	BRIAN WILSON	2014-10-06
002	2012-01-01	BRIAN WILSON	BRIAN WILSON	2013-10-11
002	2011-01-01	BRIAN WILSON	BRIAN WILSON	2012-10-12
002	2010-01-01	BRIAN J. WILSON DDS, PC	BRIAN J. WILSON DDS, PC	2011-10-14
002	2009-01-01	BRIAN J WILSON	BRIAN J WILSON	2010-10-13

Plan Statistics for BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2013: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 8
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
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 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 2
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	8
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
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	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	2
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2013 : BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data
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	$-34,674
Expenses. Total of all expenses incurred	2013-12-31	$201,868
Benefits paid (including direct rollovers)	2013-12-31	$195,908
Total plan assets at end of year	2013-12-31	$506,694
Total plan assets at beginning of year	2013-12-31	$743,236
Value of fidelity bond covering the plan	2013-12-31	$180,000
Other income received	2013-12-31	$-34,674
Net income (gross income less expenses)	2013-12-31	$-236,542
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$506,694
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$743,236
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$19,777
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$2,456
Total income from all sources	2012-12-31	$-187,231
Expenses. Total of all expenses incurred	2012-12-31	$4,211
Total plan assets at end of year	2012-12-31	$743,236
Total plan assets at beginning of year	2012-12-31	$937,134
Value of fidelity bond covering the plan	2012-12-31	$180,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$47
Other income received	2012-12-31	$-187,231
Net income (gross income less expenses)	2012-12-31	$-191,442
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$743,236
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$934,678
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$21,318
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,164
2011 : BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,456
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$347,075
Expenses. Total of all expenses incurred	2011-12-31	$21,061
Benefits paid (including direct rollovers)	2011-12-31	$17,573
Total plan assets at end of year	2011-12-31	$937,134
Total plan assets at beginning of year	2011-12-31	$608,664
Value of fidelity bond covering the plan	2011-12-31	$180,000
Contributions received from other sources (not participants or employers)	2011-12-31	$340,008
Other income received	2011-12-31	$-43,476
Net income (gross income less expenses)	2011-12-31	$326,014
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$934,678
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$608,664
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$22,081
Total contributions received or receivable from employer(s)	2011-12-31	$50,543
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,488
2010 : BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN 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	$9,814
Expenses. Total of all expenses incurred	2010-12-31	$11,517
Total plan assets at end of year	2010-12-31	$608,664
Total plan assets at beginning of year	2010-12-31	$610,367
Value of fidelity bond covering the plan	2010-12-31	$180,000
Other income received	2010-12-31	$-5,679
Net income (gross income less expenses)	2010-12-31	$-1,703
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$608,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$610,367
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$15,676
Total contributions received or receivable from employer(s)	2010-12-31	$15,493
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,517

Form 5500 Responses for BRIAN J. WILSON, D.D.S., P.C. PROFIT SHARING PLAN

2013: BRIAN J. WILSON, D.D.S., P.C. 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: BRIAN J. WILSON, D.D.S., P.C. 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: BRIAN J. WILSON, D.D.S., P.C. 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: BRIAN J. WILSON, D.D.S., P.C. 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: BRIAN J. WILSON, D.D.S., P.C. 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:	BRIAN J. WILSON, D.D.S., P.C.
Employer identification number (EIN):	860380740
NAIC Classification:	621210
NAIC Description:	Offices of Dentists