401k Plan data: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST plan

DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST
Plan identification number	002

DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID W. WELMERINK DDS MS has sponsored the creation of one or more 401k plans.

Company Name: DAVID W. WELMERINK DDS MS

Employer identification number (EIN): 880183667

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 DAVID WELMERINK DAVID WELMERINK 2014-05-28
002 2012-01-01 DAVID WELMERINK DAVID WELMERINK 2013-05-23
002 2011-01-01 DAVID WELMERINK DAVID WELMERINK 2012-01-31
002 2009-01-01 DAVID WELMERINK DAVID WELMERINK 2010-06-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	DAVID WELMERINK	DAVID WELMERINK	2014-05-28
002	2012-01-01	DAVID WELMERINK	DAVID WELMERINK	2013-05-23
002	2011-01-01	DAVID WELMERINK	DAVID WELMERINK	2012-01-31
002	2009-01-01	DAVID WELMERINK	DAVID WELMERINK	2010-06-16

Plan Statistics for DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 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 14
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
2012: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 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 8
Total of all active and inactive participants 2009-01-01 8
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 1

Measure	Date	Value
2013: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 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	14
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
2012: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 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	8
Total of all active and inactive participants	2009-01-01	8
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	1

Financial Data on DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$385
Total income from all sources	2013-12-31	$264,284
Expenses. Total of all expenses incurred	2013-12-31	$8,968
Benefits paid (including direct rollovers)	2013-12-31	$2,466
Total plan assets at end of year	2013-12-31	$1,754,320
Total plan assets at beginning of year	2013-12-31	$1,498,619
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$20,226
Other income received	2013-12-31	$218,352
Net income (gross income less expenses)	2013-12-31	$255,316
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,753,935
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,498,619
Total contributions received or receivable from employer(s)	2013-12-31	$25,706
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,502
2012 : DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$202,789
Expenses. Total of all expenses incurred	2012-12-31	$25,922
Benefits paid (including direct rollovers)	2012-12-31	$23,504
Total plan assets at end of year	2012-12-31	$1,498,619
Total plan assets at beginning of year	2012-12-31	$1,321,752
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$7,650
Other income received	2012-12-31	$177,515
Net income (gross income less expenses)	2012-12-31	$176,867
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,498,619
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,321,752
Total contributions received or receivable from employer(s)	2012-12-31	$17,624
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,418
2011 : DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-28,438
Expenses. Total of all expenses incurred	2011-12-31	$262,701
Benefits paid (including direct rollovers)	2011-12-31	$257,349
Total plan assets at end of year	2011-12-31	$1,321,752
Total plan assets at beginning of year	2011-12-31	$1,612,891
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$10,621
Other income received	2011-12-31	$-55,520
Net income (gross income less expenses)	2011-12-31	$-291,139
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,321,752
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,612,891
Total contributions received or receivable from employer(s)	2011-12-31	$16,461
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,352
2010 : DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$199,569
Expenses. Total of all expenses incurred	2010-12-31	$9,427
Benefits paid (including direct rollovers)	2010-12-31	$7,299
Total plan assets at end of year	2010-12-31	$1,612,891
Total plan assets at beginning of year	2010-12-31	$1,422,749
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$6,742
Other income received	2010-12-31	$175,213
Net income (gross income less expenses)	2010-12-31	$190,142
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,612,891
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,422,749
Total contributions received or receivable from employer(s)	2010-12-31	$17,614
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,128

Form 5500 Responses for DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST

2013: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID W. WELMERINK DDS MS PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID W. WELMERINK DDS MS
Employer identification number (EIN):	880183667
NAIC Classification:	621210
NAIC Description:	Offices of Dentists