401k Plan data: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN plan

ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN
Plan identification number	001

ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBERT S. LEACH, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT S. LEACH, D.D.S.

Employer identification number (EIN): 942390709

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 ROBERT LEACH, D.D.S.
001 2013-01-01 ROBERT LEACH, D.D.S.
001 2012-01-01 ROBERT LEACH ROBERT LEACH 2013-10-04
001 2011-01-01 ROBERT LEACH ROBERT LEACH 2012-09-20
001 2010-01-01 ROBERT LEACH ROBERT LEACH 2011-10-17
001 2009-01-01 ROBERT LEACH
001 2009-01-01 ROBERT S. LEACH, D.D.S.
001 2009-01-01 ROBERT S. LEACH, D.D.S. ROBERT S. LEACH, D.D.S. 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	ROBERT LEACH, D.D.S.
001	2013-01-01	ROBERT LEACH, D.D.S.
001	2012-01-01	ROBERT LEACH	ROBERT LEACH	2013-10-04
001	2011-01-01	ROBERT LEACH	ROBERT LEACH	2012-09-20
001	2010-01-01	ROBERT LEACH	ROBERT LEACH	2011-10-17
001	2009-01-01	ROBERT LEACH
001	2009-01-01	ROBERT S. LEACH, D.D.S.
001	2009-01-01	ROBERT S. LEACH, D.D.S.	ROBERT S. LEACH, D.D.S.	2010-09-30

Plan Statistics for ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN

Measure Date Value
2014: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 4
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 4
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 2
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
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 2
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	4
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	4
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	2
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
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	2
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN

Measure	Date	Value
2014 : ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2014 401k financial data
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	$264,457
Expenses. Total of all expenses incurred	2014-12-31	$61,720
Benefits paid (including direct rollovers)	2014-12-31	$4,210
Total plan assets at end of year	2014-12-31	$1,047,527
Total plan assets at beginning of year	2014-12-31	$844,790
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$23,575
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$878
Other income received	2014-12-31	$232,004
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$202,737
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,047,527
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$844,790
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$795,708
Total contributions received or receivable from employer(s)	2014-12-31	$8,000
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	$57,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$209,127
Expenses. Total of all expenses incurred	2013-12-31	$59,036
Benefits paid (including direct rollovers)	2013-12-31	$146
Total plan assets at end of year	2013-12-31	$844,790
Total plan assets at beginning of year	2013-12-31	$694,699
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$26,250
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	$167,877
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$150,091
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$844,790
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$694,699
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$622,744
Total contributions received or receivable from employer(s)	2013-12-31	$15,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$58,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT S. LEACH, D.D.S. AGE-BASED 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	$84,018
Expenses. Total of all expenses incurred	2012-12-31	$6,337
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$694,699
Total plan assets at beginning of year	2012-12-31	$617,018
Value of fidelity bond covering the plan	2012-12-31	$130,000
Total contributions received or receivable from participants	2012-12-31	$38,250
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$5,377
Other income received	2012-12-31	$30,391
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$77,681
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$694,699
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$617,018
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$537,249
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,337
2011 : ROBERT S. LEACH, D.D.S. AGE-BASED 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	$-394,125
Expenses. Total of all expenses incurred	2011-12-31	$25,693
Total plan assets at end of year	2011-12-31	$617,018
Total plan assets at beginning of year	2011-12-31	$1,036,836
Value of fidelity bond covering the plan	2011-12-31	$1,387,500
Total contributions received or receivable from participants	2011-12-31	$41,800
Other income received	2011-12-31	$-435,925
Net income (gross income less expenses)	2011-12-31	$-419,818
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$617,018
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,036,836
Assets. Value of real-estate (other than employer real property)	2011-12-31	$509,290
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,693
2010 : ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2010 401k financial data
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	$82,997
Expenses. Total of all expenses incurred	2010-12-31	$49,525
Total plan assets at end of year	2010-12-31	$1,036,836
Total plan assets at beginning of year	2010-12-31	$1,003,364
Value of fidelity bond covering the plan	2010-12-31	$1,387,500
Total contributions received or receivable from participants	2010-12-31	$22,725
Other income received	2010-12-31	$48,272
Net income (gross income less expenses)	2010-12-31	$33,472
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,036,836
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,003,364
Assets. Value of real-estate (other than employer real property)	2010-12-31	$961,245
Total contributions received or receivable from employer(s)	2010-12-31	$12,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$49,525

Form 5500 Responses for ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN

2014: ROBERT S. LEACH, D.D.S. AGE-BASED 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: ROBERT S. LEACH, D.D.S. AGE-BASED 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: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT S. LEACH, D.D.S. AGE-BASED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT S. LEACH, D.D.S.
Employer identification number (EIN):	942390709
NAIC Classification:	621210
NAIC Description:	Offices of Dentists