401k Plan data: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN plan

DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN
Plan identification number	001

DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

DAVID G. SPALDING, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: DAVID G. SPALDING, D.D.S.

Employer identification number (EIN): 861017364

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAWN SCHOMISCH 2017-05-04 DAWN SCHOMISCH 2017-05-04
001 2015-01-01 DAVID SPALDING DAVID SPALDING 2016-07-12
001 2014-01-01 DAVID SPALDING DAVID SPALDING 2015-07-27
001 2013-01-01 DAVID SPALDING DAVID SPALDING 2014-07-09
001 2012-01-01 DAVID SPALDING DAVID SPALDING 2013-08-20
001 2011-01-01 DAVID SPALDING DAVID SPALDING 2012-05-25
001 2009-01-01 DAVID G. SPALDING
001 2009-01-01 DAVID G. SPALDING

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAWN SCHOMISCH	2017-05-04	DAWN SCHOMISCH	2017-05-04
001	2015-01-01	DAVID SPALDING		DAVID SPALDING	2016-07-12
001	2014-01-01	DAVID SPALDING		DAVID SPALDING	2015-07-27
001	2013-01-01	DAVID SPALDING		DAVID SPALDING	2014-07-09
001	2012-01-01	DAVID SPALDING		DAVID SPALDING	2013-08-20
001	2011-01-01	DAVID SPALDING		DAVID SPALDING	2012-05-25
001	2009-01-01	DAVID G. SPALDING
001	2009-01-01	DAVID G. SPALDING

Plan Statistics for DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2015: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
2014: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID G. SPALDING, D.D.S. 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 3
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 1
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 1
2011: DAVID G. SPALDING, D.D.S. 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 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
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 1
2009: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
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 4
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
2014: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID G. SPALDING, D.D.S. 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	3
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	1
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	1
2011: DAVID G. SPALDING, D.D.S. 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	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
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	1
2009: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
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	4
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN

Measure	Date	Value
2015 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$709
Total income from all sources	2015-12-31	$80,073
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,662,701
Total plan assets at beginning of year	2015-12-31	$1,583,337
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$60,971
Other income received	2015-12-31	$-33,979
Net income (gross income less expenses)	2015-12-31	$80,073
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,662,701
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,582,628
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$53,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$709
Total income from all sources	2014-12-31	$200,566
Expenses. Total of all expenses incurred	2014-12-31	$52,170
Benefits paid (including direct rollovers)	2014-12-31	$52,170
Total plan assets at end of year	2014-12-31	$1,583,337
Total plan assets at beginning of year	2014-12-31	$1,434,232
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$53,249
Other income received	2014-12-31	$87,025
Net income (gross income less expenses)	2014-12-31	$148,396
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,582,628
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,434,232
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$51
Total contributions received or receivable from employer(s)	2014-12-31	$60,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID G. SPALDING, D.D.S. 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	$4,683
Total income from all sources	2013-12-31	$268,223
Expenses. Total of all expenses incurred	2013-12-31	$1,028
Benefits paid (including direct rollovers)	2013-12-31	$1,028
Total plan assets at end of year	2013-12-31	$1,434,232
Total plan assets at beginning of year	2013-12-31	$1,171,720
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$53,607
Other income received	2013-12-31	$159,962
Net income (gross income less expenses)	2013-12-31	$267,195
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,434,232
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,167,037
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$849
Total contributions received or receivable from employer(s)	2013-12-31	$54,654
2012 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$4,683
Total income from all sources	2012-12-31	$230,265
Expenses. Total of all expenses incurred	2012-12-31	$2,798
Benefits paid (including direct rollovers)	2012-12-31	$2,798
Total plan assets at end of year	2012-12-31	$1,171,720
Total plan assets at beginning of year	2012-12-31	$939,570
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$48,419
Other income received	2012-12-31	$138,714
Net income (gross income less expenses)	2012-12-31	$227,467
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,167,037
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$939,570
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,663
Total contributions received or receivable from employer(s)	2012-12-31	$43,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$64,897
Expenses. Total of all expenses incurred	2011-12-31	$19,540
Benefits paid (including direct rollovers)	2011-12-31	$19,540
Total plan assets at end of year	2011-12-31	$939,570
Total plan assets at beginning of year	2011-12-31	$894,213
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$45,783
Other income received	2011-12-31	$-28,882
Net income (gross income less expenses)	2011-12-31	$45,357
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$939,570
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$894,213
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$2,607
Total contributions received or receivable from employer(s)	2011-12-31	$47,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$198,130
Expenses. Total of all expenses incurred	2010-12-31	$451
Benefits paid (including direct rollovers)	2010-12-31	$385
Total plan assets at end of year	2010-12-31	$894,213
Total plan assets at beginning of year	2010-12-31	$696,534
Value of fidelity bond covering the plan	2010-12-31	$62,000
Total contributions received or receivable from participants	2010-12-31	$44,449
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	$101,392
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$197,679
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$894,213
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$696,534
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$3,686
Total contributions received or receivable from employer(s)	2010-12-31	$52,289
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	$66
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN

2015: DAVID G. SPALDING, D.D.S. 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: DAVID G. SPALDING, D.D.S. 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: DAVID G. SPALDING, D.D.S. 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: DAVID G. SPALDING, D.D.S. 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: DAVID G. SPALDING, D.D.S. 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
2009: DAVID G. SPALDING, D.D.S. PROFIT SHARING PLAN 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:	DAVID G. SPALDING, D.D.S.
Employer identification number (EIN):	861017364
NAIC Classification:	621210
NAIC Description:	Offices of Dentists