401k Plan data: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST plan

JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 401k Plan overview

Plan Name	JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST
Plan identification number	005

JAMES D. BELLER, DDS, INC. 401K 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

JAMES D. BELLER, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES D. BELLER, DDS, INC.

Employer identification number (EIN): 953304839

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-03-01
005 2020-03-01
005 2019-03-01
005 2018-03-01
005 2017-03-01
005 2016-03-01
005 2015-03-01
005 2014-03-01 JAMES BELLER
005 2013-03-01 JAMES BELLER
005 2012-03-01 JAMES BELLER
005 2010-03-01 JAMES BELLER
005 2009-03-01 JAMES BELLER
005 2009-03-01 JAMES BELLER
005 2009-03-01 JAMES BELLER

Plan Statistics for JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST

401k plan membership statisitcs for JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST

Measure Date Value
2016: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 6
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 0
Total of all active and inactive participants 2016-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 6
Number of participants with account balances 2016-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 6
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 0
Total of all active and inactive participants 2015-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 6
Number of participants with account balances 2015-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 6
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 6
Number of participants with account balances 2014-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 6
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 6
Number of participants with account balances 2013-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 6
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 6
Number of participants with account balances 2012-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2010: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 6
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 0
Total of all active and inactive participants 2010-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 6
Number of participants with account balances 2010-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 6
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 6
Number of participants with account balances 2009-03-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2016: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	6
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	0
Total of all active and inactive participants	2016-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	6
Number of participants with account balances	2016-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	6
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	0
Total of all active and inactive participants	2015-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	6
Number of participants with account balances	2015-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	6
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	6
Number of participants with account balances	2014-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	6
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	6
Number of participants with account balances	2013-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	6
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	6
Number of participants with account balances	2012-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2010: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	6
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	0
Total of all active and inactive participants	2010-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	6
Number of participants with account balances	2010-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	6
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	6
Number of participants with account balances	2009-03-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST

Measure	Date	Value
2017 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-02-28	$0
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$0
Total income from all sources	2017-02-28	$726,533
Expenses. Total of all expenses incurred	2017-02-28	$213,325
Benefits paid (including direct rollovers)	2017-02-28	$197,000
Total plan assets at end of year	2017-02-28	$5,379,466
Total plan assets at beginning of year	2017-02-28	$4,866,258
Value of fidelity bond covering the plan	2017-02-28	$500,000
Total contributions received or receivable from participants	2017-02-28	$20,194
Assets. Value of loans (other than to participants)	2017-02-28	$25,000
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$0
Other income received	2017-02-28	$706,339
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$513,208
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$5,379,466
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$4,866,258
Assets. Value of assets in partnership/joint-venture interests	2017-02-28	$4,119
Total contributions received or receivable from employer(s)	2017-02-28	$0
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$16,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-28	$0
2016 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-02-29	$-312,404
Expenses. Total of all expenses incurred	2016-02-29	$13,630
Total plan assets at end of year	2016-02-29	$4,866,258
Total plan assets at beginning of year	2016-02-29	$5,192,292
Value of fidelity bond covering the plan	2016-02-29	$500,000
Total contributions received or receivable from participants	2016-02-29	$32,589
Expenses. Other expenses not covered elsewhere	2016-02-29	$131
Other income received	2016-02-29	$-344,993
Net income (gross income less expenses)	2016-02-29	$-326,034
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$4,866,258
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$5,192,292
Assets. Value of assets in partnership/joint-venture interests	2016-02-29	$4,119
Expenses. Administrative service providers (salaries,fees and commissions)	2016-02-29	$13,499
2015 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-02-28	$435,018
Expenses. Total of all expenses incurred	2015-02-28	$14,994
Total plan assets at end of year	2015-02-28	$5,192,292
Total plan assets at beginning of year	2015-02-28	$4,772,268
Value of fidelity bond covering the plan	2015-02-28	$500,000
Total contributions received or receivable from participants	2015-02-28	$29,358
Expenses. Other expenses not covered elsewhere	2015-02-28	$133
Other income received	2015-02-28	$405,660
Net income (gross income less expenses)	2015-02-28	$420,024
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$5,192,292
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$4,772,268
Assets. Value of assets in partnership/joint-venture interests	2015-02-28	$4,348
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$14,861
2014 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-02-28	$0
Total income from all sources	2014-02-28	$602,676
Expenses. Total of all expenses incurred	2014-02-28	$18,930
Total plan assets at end of year	2014-02-28	$4,772,268
Total plan assets at beginning of year	2014-02-28	$4,188,522
Value of fidelity bond covering the plan	2014-02-28	$500,000
Total contributions received or receivable from participants	2014-02-28	$23,135
Expenses. Other expenses not covered elsewhere	2014-02-28	$105
Other income received	2014-02-28	$579,541
Net income (gross income less expenses)	2014-02-28	$583,746
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$4,772,268
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$4,188,522
Assets. Value of assets in partnership/joint-venture interests	2014-02-28	$3,461
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$18,825
2013 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$237,097
Expenses. Total of all expenses incurred	2013-02-28	$17,538
Total plan assets at end of year	2013-02-28	$4,188,522
Total plan assets at beginning of year	2013-02-28	$3,968,963
Value of fidelity bond covering the plan	2013-02-28	$500,000
Total contributions received or receivable from participants	2013-02-28	$29,187
Expenses. Other expenses not covered elsewhere	2013-02-28	$302
Other income received	2013-02-28	$187,910
Net income (gross income less expenses)	2013-02-28	$219,559
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$4,188,522
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$3,968,963
Assets. Value of assets in partnership/joint-venture interests	2013-02-28	$4,746
Total contributions received or receivable from employer(s)	2013-02-28	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$17,236
2012 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-02-28	$0
Total plan liabilities at end of year	2012-02-28	$0
Total plan liabilities at beginning of year	2012-02-28	$0
Total income from all sources	2012-02-28	$215,141
Expenses. Total of all expenses incurred	2012-02-28	$16,648
Benefits paid (including direct rollovers)	2012-02-28	$0
Total plan assets at end of year	2012-02-28	$3,968,963
Total plan assets at beginning of year	2012-02-28	$3,770,470
Value of fidelity bond covering the plan	2012-02-28	$500,000
Total contributions received or receivable from participants	2012-02-28	$31,215
Expenses. Other expenses not covered elsewhere	2012-02-28	$528
Contributions received from other sources (not participants or employers)	2012-02-28	$0
Other income received	2012-02-28	$163,926
Noncash contributions received	2012-02-28	$0
Net income (gross income less expenses)	2012-02-28	$198,493
Net plan assets at end of year (total assets less liabilities)	2012-02-28	$3,968,963
Net plan assets at beginning of year (total assets less liabilities)	2012-02-28	$3,770,470
Assets. Value of assets in partnership/joint-venture interests	2012-02-28	$8,121
Total contributions received or receivable from employer(s)	2012-02-28	$20,000
Value of certain deemed distributions of participant loans	2012-02-28	$0
Value of corrective distributions	2012-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-28	$16,120
2011 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-02-28	$0
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$397,476
Expenses. Total of all expenses incurred	2011-02-28	$16,378
Benefits paid (including direct rollovers)	2011-02-28	$0
Total plan assets at end of year	2011-02-28	$3,770,470
Total plan assets at beginning of year	2011-02-28	$3,389,372
Value of fidelity bond covering the plan	2011-02-28	$500,000
Total contributions received or receivable from participants	2011-02-28	$26,307
Expenses. Other expenses not covered elsewhere	2011-02-28	$536
Contributions received from other sources (not participants or employers)	2011-02-28	$0
Other income received	2011-02-28	$321,169
Noncash contributions received	2011-02-28	$0
Net income (gross income less expenses)	2011-02-28	$381,098
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$3,770,470
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$3,389,372
Assets. Value of assets in partnership/joint-venture interests	2011-02-28	$9,147
Total contributions received or receivable from employer(s)	2011-02-28	$50,000
Value of certain deemed distributions of participant loans	2011-02-28	$0
Value of corrective distributions	2011-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$15,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
2010 : JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST

2016: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2010: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: JAMES D. BELLER, DDS, INC. 401K PLAN AND TRUST 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES D. BELLER, DDS, INC.
Employer identification number (EIN):	953304839
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
005	2021-03-01
005	2020-03-01
005	2019-03-01
005	2018-03-01
005	2017-03-01
005	2016-03-01
005	2015-03-01
005	2014-03-01	JAMES BELLER
005	2013-03-01	JAMES BELLER
005	2012-03-01	JAMES BELLER
005	2010-03-01	JAMES BELLER
005	2009-03-01	JAMES BELLER
005	2009-03-01	JAMES BELLER
005	2009-03-01	JAMES BELLER