401k Plan data: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN plan

ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN
Plan identification number	001

ALAN H. ANDERSON, D.D.S. 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.
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

ALAN H. ANDERSON, DDS has sponsored the creation of one or more 401k plans.

Company Name: ALAN H. ANDERSON, DDS

Employer identification number (EIN): 870416955

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN H. ANDERSON, 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 KANDLE ANDERSON 2024-07-22
001 2022-01-01 KANDLE ANDERSON 2023-07-06
001 2021-01-01 KANDLE ANDERSON 2022-07-27
001 2020-01-01 KANDLE ANDERSON 2021-06-28
001 2019-01-01
001 2018-01-01 KANDLE ANDERSON
001 2017-01-01 KANDLE ANDERSON
001 2016-01-01 KANDLE ANDERSON
001 2015-01-01 ALAN ANDERSON DDS ALAN ANDERSON DDS 2016-07-15
001 2014-01-01 ALAN ANDERSON ALAN ANDERSON 2015-07-03
001 2013-01-01 ALAN H ANDERSON ALAN H ANDERSON 2014-07-10
001 2012-01-01 ALAN H ANDERSON ALAN H ANDERSON 2013-07-11
001 2011-01-01 ALAN H. ANDERSON ALAN H. ANDERSON 2012-06-29
001 2009-01-01 ALAN H. ANDERSON ALAN H. ANDERSON 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KANDLE ANDERSON	2024-07-22
001	2022-01-01	KANDLE ANDERSON	2023-07-06
001	2021-01-01	KANDLE ANDERSON	2022-07-27
001	2020-01-01	KANDLE ANDERSON	2021-06-28
001	2019-01-01
001	2018-01-01	KANDLE ANDERSON
001	2017-01-01	KANDLE ANDERSON
001	2016-01-01	KANDLE ANDERSON
001	2015-01-01	ALAN ANDERSON DDS		ALAN ANDERSON DDS	2016-07-15
001	2014-01-01	ALAN ANDERSON		ALAN ANDERSON	2015-07-03
001	2013-01-01	ALAN H ANDERSON		ALAN H ANDERSON	2014-07-10
001	2012-01-01	ALAN H ANDERSON		ALAN H ANDERSON	2013-07-11
001	2011-01-01	ALAN H. ANDERSON		ALAN H. ANDERSON	2012-06-29
001	2009-01-01	ALAN H. ANDERSON		ALAN H. ANDERSON	2010-07-16

Plan Statistics for ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2019: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 2
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALAN H. ANDERSON, 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 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
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 2
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 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALAN H. ANDERSON, 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 9
Number of retired or separated participants receiving benefits 2011-01-01 1
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 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 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ALAN H. ANDERSON, D.D.S. 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 6
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 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	2
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALAN H. ANDERSON, 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	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
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	2
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	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALAN H. ANDERSON, 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	9
Number of retired or separated participants receiving benefits	2011-01-01	1
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	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	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ALAN H. ANDERSON, D.D.S. 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	6
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	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN

Measure	Date	Value
2019 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$423,859
Expenses. Total of all expenses incurred	2019-12-31	$638
Total plan assets at end of year	2019-12-31	$1,934,712
Total plan assets at beginning of year	2019-12-31	$1,511,491
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$47,257
Other income received	2019-12-31	$359,829
Net income (gross income less expenses)	2019-12-31	$423,221
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,934,712
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,511,491
Assets. Value of participant loans	2019-12-31	$15,514
Total contributions received or receivable from employer(s)	2019-12-31	$16,773
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-43,786
Expenses. Total of all expenses incurred	2018-12-31	$57
Total plan assets at end of year	2018-12-31	$1,511,491
Total plan assets at beginning of year	2018-12-31	$1,555,334
Value of fidelity bond covering the plan	2018-12-31	$160,000
Total contributions received or receivable from participants	2018-12-31	$41,462
Expenses. Other expenses not covered elsewhere	2018-12-31	$57
Other income received	2018-12-31	$-101,460
Net income (gross income less expenses)	2018-12-31	$-43,843
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,511,491
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,555,334
Assets. Value of participant loans	2018-12-31	$23,562
Total contributions received or receivable from employer(s)	2018-12-31	$16,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$296,058
Expenses. Total of all expenses incurred	2017-12-31	$10,558
Benefits paid (including direct rollovers)	2017-12-31	$10,391
Total plan assets at end of year	2017-12-31	$1,555,334
Total plan assets at beginning of year	2017-12-31	$1,269,834
Value of fidelity bond covering the plan	2017-12-31	$160,000
Total contributions received or receivable from participants	2017-12-31	$40,720
Expenses. Other expenses not covered elsewhere	2017-12-31	$167
Other income received	2017-12-31	$238,918
Net income (gross income less expenses)	2017-12-31	$285,500
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,555,334
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,269,834
Assets. Value of participant loans	2017-12-31	$31,252
Total contributions received or receivable from employer(s)	2017-12-31	$16,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$117,439
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,269,834
Total plan assets at beginning of year	2016-12-31	$1,152,395
Value of fidelity bond covering the plan	2016-12-31	$130,000
Total contributions received or receivable from participants	2016-12-31	$41,208
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$58,785
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$117,439
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,269,834
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,152,395
Assets. Value of participant loans	2016-12-31	$15,773
Total contributions received or receivable from employer(s)	2016-12-31	$17,446
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-4,459
Expenses. Total of all expenses incurred	2015-12-31	$8,156
Benefits paid (including direct rollovers)	2015-12-31	$8,156
Total plan assets at end of year	2015-12-31	$1,152,395
Total plan assets at beginning of year	2015-12-31	$1,165,010
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$42,461
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-64,994
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-12,615
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,152,395
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,165,010
Assets. Value of participant loans	2015-12-31	$19,628
Total contributions received or receivable from employer(s)	2015-12-31	$18,074
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$103,461
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,165,010
Total plan assets at beginning of year	2014-12-31	$1,061,549
Value of fidelity bond covering the plan	2014-12-31	$120,000
Total contributions received or receivable from participants	2014-12-31	$42,040
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$43,937
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$103,461
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,165,010
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,061,549
Assets. Value of participant loans	2014-12-31	$6,285
Total contributions received or receivable from employer(s)	2014-12-31	$17,484
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALAN H. ANDERSON, D.D.S. 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	$196,654
Expenses. Total of all expenses incurred	2013-12-31	$4,216
Benefits paid (including direct rollovers)	2013-12-31	$3,807
Total plan assets at end of year	2013-12-31	$1,061,549
Total plan assets at beginning of year	2013-12-31	$869,111
Value of fidelity bond covering the plan	2013-12-31	$110,000
Total contributions received or receivable from participants	2013-12-31	$39,535
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$141,135
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$192,438
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,061,549
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$869,111
Assets. Value of participant loans	2013-12-31	$10,451
Total contributions received or receivable from employer(s)	2013-12-31	$15,984
Value of certain deemed distributions of participant loans	2013-12-31	$409
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 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$164,222
Expenses. Total of all expenses incurred	2012-12-31	$3,047
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$869,111
Total plan assets at beginning of year	2012-12-31	$707,936
Value of fidelity bond covering the plan	2012-12-31	$90,000
Total contributions received or receivable from participants	2012-12-31	$40,267
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$107,686
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$161,175
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$869,111
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$707,936
Assets. Value of participant loans	2012-12-31	$14,931
Total contributions received or receivable from employer(s)	2012-12-31	$16,269
Value of certain deemed distributions of participant loans	2012-12-31	$3,047
Value of corrective distributions	2012-12-31	$0
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 : ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$16,639
Expenses. Total of all expenses incurred	2011-12-31	$18,975
Benefits paid (including direct rollovers)	2011-12-31	$18,790
Total plan assets at end of year	2011-12-31	$707,936
Total plan assets at beginning of year	2011-12-31	$710,272
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$39,852
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-35,361
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-2,336
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$707,936
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$710,272
Assets. Value of participant loans	2011-12-31	$16,819
Total contributions received or receivable from employer(s)	2011-12-31	$12,148
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALAN H. ANDERSON, 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	$131,555
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$710,272
Total plan assets at beginning of year	2010-12-31	$578,717
Total contributions received or receivable from participants	2010-12-31	$38,353
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	$81,349
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$131,555
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$710,272
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$578,717
Assets. Value of participant loans	2010-12-31	$6,818
Total contributions received or receivable from employer(s)	2010-12-31	$11,853
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ALAN H. ANDERSON, 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 ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN

2019: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALAN H. ANDERSON, D.D.S. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALAN H. ANDERSON, D.D.S. 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: ALAN H. ANDERSON, D.D.S. 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: ALAN H. ANDERSON, 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: ALAN H. ANDERSON, 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: ALAN H. ANDERSON, 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: ALAN H. ANDERSON, 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALAN H. ANDERSON, 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: ALAN H. ANDERSON, 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	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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

786-80089

Policy instance

Insurance contract or identification number	786-80089
Number of Individuals Covered	7
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

602981

Policy instance

Insurance contract or identification number	602981
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Insurance broker name	ROBERT CRAWFORD

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

602981

Policy instance

Insurance contract or identification number	602981
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,972

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

602981

Policy instance

Insurance contract or identification number	602981
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,043
Commission paid to Insurance Broker	USD $6,043
Insurance broker organization code?	3
Insurance broker name	ROBERT CRAWFORD

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Company Name:	ALAN H. ANDERSON, DDS
Employer identification number (EIN):	870416955
NAIC Classification:	621210
NAIC Description:	Offices of Dentists