401k Plan data: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN plan

GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 401k Plan overview

Plan Name	GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN
Plan identification number	001

GORDON L. PATTISON, DDS, APC 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

401k Sponsoring company profile

GORDON L. PATTISON DDS has sponsored the creation of one or more 401k plans.

Company Name: GORDON L. PATTISON DDS

Employer identification number (EIN): 954133400

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 PAMELA CHAMBERLAIN 2020-10-07
001 2018-01-01 PAMELA CHAMBERLAIN 2019-10-11
001 2017-01-01 PAMELA CHAMBERLAIN 2018-10-12
001 2016-01-01 PAMELA CHAMBERLAIN 2017-10-11
001 2015-01-01 PAMELA CHAMBERLAIN 2016-10-13
001 2014-01-01 PAMELA CHAMBERLAIN 2015-10-10
001 2013-01-01 PAMELA CHAMBERLAIN
001 2012-01-01 PAMELA CHAMBERLAIN
001 2011-01-01 PAMELA CHAMBERLAIN
001 2009-01-01 PAMELA CHAMBERLAIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	PAMELA CHAMBERLAIN	2020-10-07
001	2018-01-01	PAMELA CHAMBERLAIN	2019-10-11
001	2017-01-01	PAMELA CHAMBERLAIN	2018-10-12
001	2016-01-01	PAMELA CHAMBERLAIN	2017-10-11
001	2015-01-01	PAMELA CHAMBERLAIN	2016-10-13
001	2014-01-01	PAMELA CHAMBERLAIN	2015-10-10
001	2013-01-01	PAMELA CHAMBERLAIN
001	2012-01-01	PAMELA CHAMBERLAIN
001	2011-01-01	PAMELA CHAMBERLAIN
001	2009-01-01	PAMELA CHAMBERLAIN

Plan Statistics for GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN

401k plan membership statisitcs for GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN

Measure Date Value
2013: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 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 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
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: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 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	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN

Measure	Date	Value
2013 : GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$46,980
Expenses. Total of all expenses incurred	2013-12-31	$5,154
Total plan assets at end of year	2013-12-31	$534,151
Total plan assets at beginning of year	2013-12-31	$492,325
Value of fidelity bond covering the plan	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,154
Other income received	2013-12-31	$46,980
Net income (gross income less expenses)	2013-12-31	$41,826
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$534,151
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$492,325
Assets. Value of participant loans	2013-12-31	$38,699
2012 : GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$44,716
Expenses. Total of all expenses incurred	2012-12-31	$4,942
Total plan assets at end of year	2012-12-31	$492,325
Total plan assets at beginning of year	2012-12-31	$452,551
Value of fidelity bond covering the plan	2012-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,942
Other income received	2012-12-31	$44,716
Net income (gross income less expenses)	2012-12-31	$39,774
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$492,325
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$452,551
2011 : GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$22,955
Expenses. Total of all expenses incurred	2011-12-31	$4,712
Total plan assets at end of year	2011-12-31	$452,551
Total plan assets at beginning of year	2011-12-31	$434,308
Value of fidelity bond covering the plan	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$4,712
Other income received	2011-12-31	$2,955
Net income (gross income less expenses)	2011-12-31	$18,243
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$452,551
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$434,308
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
2010 : GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$55,323
Expenses. Total of all expenses incurred	2010-12-31	$4,375
Total plan assets at end of year	2010-12-31	$434,308
Total plan assets at beginning of year	2010-12-31	$383,360
Value of fidelity bond covering the plan	2010-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,375
Other income received	2010-12-31	$35,323
Net income (gross income less expenses)	2010-12-31	$50,948
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$434,308
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$383,360
Total contributions received or receivable from employer(s)	2010-12-31	$20,000

Form 5500 Responses for GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN

2013: GORDON L. PATTISON, DDS, APC 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: GORDON L. PATTISON, DDS, APC 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: GORDON L. PATTISON, DDS, APC 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
2009: GORDON L. PATTISON, DDS, APC PROFIT SHARING PLAN 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:	GORDON L. PATTISON DDS
Employer identification number (EIN):	954133400
NAIC Classification:	621210
NAIC Description:	Offices of Dentists