401k Plan data: KENNETH R THORELL, DDS, P.C. 401(K) PLAN plan

KENNETH R THORELL, DDS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	KENNETH R THORELL, DDS, P.C. 401(K) PLAN
Plan identification number	001

KENNETH R THORELL, DDS, P.C. 401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

KENNETH R THORELL, DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KENNETH R THORELL, DDS, P.C.

Employer identification number (EIN): 870635056

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH R THORELL, DDS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KENNETH THORELL
001 2016-01-01 KENNETH THORELL
001 2015-01-01 KENNETH THORELL
001 2014-01-01 KENNETH THORELL
001 2013-01-01 KENNETH THORELL
001 2012-01-01 KENNETH THORELL
001 2011-01-01 KENNETH THORELL
001 2009-01-01 KENNETH THORELL

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	KENNETH THORELL
001	2016-01-01	KENNETH THORELL
001	2015-01-01	KENNETH THORELL
001	2014-01-01	KENNETH THORELL
001	2013-01-01	KENNETH THORELL
001	2012-01-01	KENNETH THORELL
001	2011-01-01	KENNETH THORELL
001	2009-01-01	KENNETH THORELL

Plan Statistics for KENNETH R THORELL, DDS, P.C. 401(K) PLAN

401k plan membership statisitcs for KENNETH R THORELL, DDS, P.C. 401(K) PLAN

Measure Date Value
2017: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
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 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
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
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KENNETH R THORELL, DDS, P.C. 401(K) 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 7
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 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KENNETH R THORELL, DDS, P.C. 401(K) 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 7
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KENNETH R THORELL, DDS, P.C. 401(K) 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 7
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 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 7
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: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
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	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
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
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KENNETH R THORELL, DDS, P.C. 401(K) 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	7
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	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KENNETH R THORELL, DDS, P.C. 401(K) 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	7
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KENNETH R THORELL, DDS, P.C. 401(K) 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	7
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	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KENNETH R THORELL, DDS, P.C. 401(K) PLAN

Measure	Date	Value
2017 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$1,185
Expenses. Total of all expenses incurred	2017-09-30	$98,224
Benefits paid (including direct rollovers)	2017-09-30	$98,021
Total plan assets at end of year	2017-09-30	$0
Total plan assets at beginning of year	2017-09-30	$97,039
Expenses. Other expenses not covered elsewhere	2017-09-30	$203
Other income received	2017-09-30	$1,185
Net income (gross income less expenses)	2017-09-30	$-97,039
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$97,039
2016 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$22,916
Expenses. Total of all expenses incurred	2016-12-31	$197,332
Benefits paid (including direct rollovers)	2016-12-31	$194,547
Total plan assets at end of year	2016-12-31	$97,039
Total plan assets at beginning of year	2016-12-31	$271,455
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$8,030
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,785
Other income received	2016-12-31	$11,976
Net income (gross income less expenses)	2016-12-31	$-174,416
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$97,039
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$271,455
Total contributions received or receivable from employer(s)	2016-12-31	$2,910
2015 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$16,077
Expenses. Total of all expenses incurred	2015-12-31	$11,654
Benefits paid (including direct rollovers)	2015-12-31	$9,000
Total plan assets at end of year	2015-12-31	$271,455
Total plan assets at beginning of year	2015-12-31	$267,032
Value of fidelity bond covering the plan	2015-12-31	$45,000
Total contributions received or receivable from participants	2015-12-31	$13,856
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,654
Other income received	2015-12-31	$-2,567
Net income (gross income less expenses)	2015-12-31	$4,423
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$271,455
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$267,032
Total contributions received or receivable from employer(s)	2015-12-31	$4,788
2014 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$31,993
Expenses. Total of all expenses incurred	2014-12-31	$22,473
Benefits paid (including direct rollovers)	2014-12-31	$20,000
Total plan assets at end of year	2014-12-31	$267,032
Total plan assets at beginning of year	2014-12-31	$257,512
Value of fidelity bond covering the plan	2014-12-31	$45,000
Total contributions received or receivable from participants	2014-12-31	$18,925
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,473
Other income received	2014-12-31	$7,244
Net income (gross income less expenses)	2014-12-31	$9,520
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$267,032
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$257,512
Total contributions received or receivable from employer(s)	2014-12-31	$5,824
2013 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$51,672
Expenses. Total of all expenses incurred	2013-12-31	$209,715
Benefits paid (including direct rollovers)	2013-12-31	$206,738
Total plan assets at end of year	2013-12-31	$257,512
Total plan assets at beginning of year	2013-12-31	$415,555
Value of fidelity bond covering the plan	2013-12-31	$45,000
Total contributions received or receivable from participants	2013-12-31	$23,418
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,977
Other income received	2013-12-31	$22,322
Net income (gross income less expenses)	2013-12-31	$-158,043
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$257,512
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$415,555
Total contributions received or receivable from employer(s)	2013-12-31	$5,932
2012 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$47,053
Expenses. Total of all expenses incurred	2012-12-31	$3,808
Total plan assets at end of year	2012-12-31	$415,555
Total plan assets at beginning of year	2012-12-31	$372,310
Value of fidelity bond covering the plan	2012-12-31	$45,000
Total contributions received or receivable from participants	2012-12-31	$15,123
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,808
Other income received	2012-12-31	$26,119
Net income (gross income less expenses)	2012-12-31	$43,245
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$415,555
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$372,310
Total contributions received or receivable from employer(s)	2012-12-31	$5,811
2011 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,226
Expenses. Total of all expenses incurred	2011-12-31	$103,704
Benefits paid (including direct rollovers)	2011-12-31	$100,000
Total plan assets at end of year	2011-12-31	$372,310
Total plan assets at beginning of year	2011-12-31	$440,788
Value of fidelity bond covering the plan	2011-12-31	$45,000
Total contributions received or receivable from participants	2011-12-31	$17,663
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,704
Other income received	2011-12-31	$11,321
Net income (gross income less expenses)	2011-12-31	$-68,478
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$372,310
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$440,788
Total contributions received or receivable from employer(s)	2011-12-31	$6,242
2010 : KENNETH R THORELL, DDS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$42,806
Expenses. Total of all expenses incurred	2010-12-31	$3,961
Total plan assets at end of year	2010-12-31	$440,788
Total plan assets at beginning of year	2010-12-31	$401,943
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$21,904
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,961
Other income received	2010-12-31	$14,884
Net income (gross income less expenses)	2010-12-31	$38,845
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$440,788
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$401,943
Total contributions received or receivable from employer(s)	2010-12-31	$6,018

Form 5500 Responses for KENNETH R THORELL, DDS, P.C. 401(K) PLAN

2017: KENNETH R THORELL, DDS, P.C. 401(K) 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: KENNETH R THORELL, DDS, P.C. 401(K) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KENNETH R THORELL, DDS, P.C. 401(K) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KENNETH R THORELL, DDS, P.C. 401(K) 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KENNETH R THORELL, DDS, P.C. 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KENNETH R THORELL, DDS, P.C. 401(K) 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: KENNETH R THORELL, DDS, P.C. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KENNETH R THORELL, DDS, P.C. 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $925
Total amount of fees paid to insurance company	USD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $925
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,215
Total amount of fees paid to insurance company	USD $25
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,215
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	ADVISORY FEES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Number of Individuals Covered	7
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,451
Total amount of fees paid to insurance company	USD $26
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,451
Amount paid for insurance broker fees	26
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,450
Total amount of fees paid to insurance company	USD $44
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

64067

Policy instance

Insurance contract or identification number	64067
Number of Individuals Covered	7
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,519
Total amount of fees paid to insurance company	USD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,519
Amount paid for insurance broker fees	20
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	KENNETH R THORELL, DDS, P.C.
Employer identification number (EIN):	870635056
NAIC Classification:	621210
NAIC Description:	Offices of Dentists