401k Plan data: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN plan

STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN
Plan identification number	001

STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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

STEPHEN M. MACGEORGE, DDS has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN M. MACGEORGE, DDS

Employer identification number (EIN): 911147853

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 KEVIN CLARK 2019-07-31
001 2017-01-01 KEVIN CLARK 2018-07-26
001 2016-01-01 KEVIN CLARK 2017-08-15 KEVIN CLARK 2017-08-15
001 2015-01-01 KEVIN CLARK 2016-05-02 KEVIN CLARK 2016-05-02
001 2014-01-01 KEVIN CLARK 2015-07-08
001 2013-01-01 KEVIN CLARK KEVIN CLARK 2014-04-07
001 2012-01-01 STEPHEN M. MACGEORGE
001 2011-01-01 STEPHEN M. MACGEORGE
001 2010-01-01 STEPHEN M. MACGEORGE
001 2009-01-01 STEPHEN MACGEORGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	KEVIN CLARK	2019-07-31
001	2017-01-01	KEVIN CLARK	2018-07-26
001	2016-01-01	KEVIN CLARK	2017-08-15	KEVIN CLARK	2017-08-15
001	2015-01-01	KEVIN CLARK	2016-05-02	KEVIN CLARK	2016-05-02
001	2014-01-01	KEVIN CLARK	2015-07-08
001	2013-01-01	KEVIN CLARK		KEVIN CLARK	2014-04-07
001	2012-01-01	STEPHEN M. MACGEORGE
001	2011-01-01	STEPHEN M. MACGEORGE
001	2010-01-01	STEPHEN M. MACGEORGE
001	2009-01-01	STEPHEN MACGEORGE

Plan Statistics for STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN

Measure Date Value
2013: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN

Measure	Date	Value
2013 : STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$637,258
Expenses. Total of all expenses incurred	2013-12-31	$156
Total plan assets at end of year	2013-12-31	$3,657,843
Total plan assets at beginning of year	2013-12-31	$3,020,741
Other income received	2013-12-31	$556,058
Net income (gross income less expenses)	2013-12-31	$637,102
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,657,843
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,020,741
Total contributions received or receivable from employer(s)	2013-12-31	$81,200
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$156
2012 : STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$337,770
Expenses. Total of all expenses incurred	2012-12-31	$155
Total plan assets at end of year	2012-12-31	$3,020,741
Total plan assets at beginning of year	2012-12-31	$2,683,126
Expenses. Other expenses not covered elsewhere	2012-12-31	$155
Other income received	2012-12-31	$257,008
Net income (gross income less expenses)	2012-12-31	$337,615
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,020,741
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,683,126
Total contributions received or receivable from employer(s)	2012-12-31	$80,762
2011 : STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$130,219
Expenses. Total of all expenses incurred	2011-12-31	$155
Total plan assets at end of year	2011-12-31	$2,683,126
Total plan assets at beginning of year	2011-12-31	$2,553,062
Other income received	2011-12-31	$51,021
Net income (gross income less expenses)	2011-12-31	$130,064
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,683,126
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,553,062
Total contributions received or receivable from employer(s)	2011-12-31	$79,198
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$155
2010 : STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$219,265
Expenses. Total of all expenses incurred	2010-12-31	$85
Total plan assets at end of year	2010-12-31	$2,553,062
Total plan assets at beginning of year	2010-12-31	$2,333,882
Other income received	2010-12-31	$138,323
Net income (gross income less expenses)	2010-12-31	$219,180
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,553,062
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,333,882
Total contributions received or receivable from employer(s)	2010-12-31	$80,942
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$85

Form 5500 Responses for STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN

2013: STEPHEN M. MACGEORGE, DDS 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: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 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: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 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
2010: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN M. MACGEORGE, DDS PROFIT SHARING PLAN 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:	STEPHEN M. MACGEORGE, DDS
Employer identification number (EIN):	911147853
NAIC Classification:	621210
NAIC Description:	Offices of Dentists