401k Plan data: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) plan

PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 401k Plan overview

Plan Name	PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)
Plan identification number	001

PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PAUL J. LEVINE, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: PAUL J. LEVINE, D.D.S., INC.

Employer identification number (EIN): 942516379

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 EUGENE R. BALDI 2016-08-30
001 2014-01-01 EUGENE R. BALDI 2015-09-16
001 2013-01-01 EUGENE R. BALDI 2014-10-01
001 2012-01-01 EUGENE R. BALDI EUGENE R. BALDI 2013-07-29
001 2011-01-01 EUGENE R. BALDI EUGENE R. BALDI 2012-07-12
001 2009-01-01 EUGENE R. BALDI
001 2009-01-01 EUGENE R. BALDI EUGENE R. BALDI 2010-08-26
001 2009-01-01 EUGENE R. BALDI EUGENE R. BALDI 2010-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	EUGENE R. BALDI	2016-08-30
001	2014-01-01	EUGENE R. BALDI	2015-09-16
001	2013-01-01	EUGENE R. BALDI	2014-10-01
001	2012-01-01	EUGENE R. BALDI		EUGENE R. BALDI	2013-07-29
001	2011-01-01	EUGENE R. BALDI		EUGENE R. BALDI	2012-07-12
001	2009-01-01	EUGENE R. BALDI
001	2009-01-01	EUGENE R. BALDI		EUGENE R. BALDI	2010-08-26
001	2009-01-01	EUGENE R. BALDI		EUGENE R. BALDI	2010-08-26

Plan Statistics for PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)

401k plan membership statisitcs for PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)

Measure Date Value
2012: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)

Measure	Date	Value
2012 : PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 2012 401k financial data
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	$-365,139
Expenses. Total of all expenses incurred	2012-12-31	$107,498
Benefits paid (including direct rollovers)	2012-12-31	$84,228
Total plan assets at end of year	2012-12-31	$1,573,729
Total plan assets at beginning of year	2012-12-31	$2,046,366
Value of fidelity bond covering the plan	2012-12-31	$800,000
Other income received	2012-12-31	$-365,139
Net income (gross income less expenses)	2012-12-31	$-472,637
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,573,729
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,046,366
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$21,416
Value of corrective distributions	2012-12-31	$23,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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	$123,976
Expenses. Total of all expenses incurred	2011-12-31	$101,162
Benefits paid (including direct rollovers)	2011-12-31	$85,200
Total plan assets at end of year	2011-12-31	$2,046,366
Total plan assets at beginning of year	2011-12-31	$2,023,552
Value of fidelity bond covering the plan	2011-12-31	$800,000
Other income received	2011-12-31	$123,976
Net income (gross income less expenses)	2011-12-31	$22,814
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,046,366
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,023,552
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$648,845
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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	$92,627
Expenses. Total of all expenses incurred	2010-12-31	$111,859
Benefits paid (including direct rollovers)	2010-12-31	$99,370
Total plan assets at end of year	2010-12-31	$2,023,552
Total plan assets at beginning of year	2010-12-31	$2,042,784
Value of fidelity bond covering the plan	2010-12-31	$800,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$92,627
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-19,232
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,023,552
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,042,784
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$700,720
Total contributions received or receivable from employer(s)	2010-12-31	$0
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	$12,489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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 PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K)

2012: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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
2009: PAUL J. LEVINE, D.D.S., INC. PROFIT SHARING PLAN WITH 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAUL J. LEVINE, D.D.S., INC.
Employer identification number (EIN):	942516379
NAIC Classification:	621210
NAIC Description:	Offices of Dentists