401k Plan data: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST plan

YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST
Plan identification number	001

YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & 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
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOUNG ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: YOUNG ORTHODONTICS, P.A.

Employer identification number (EIN): 202315867

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about YOUNG ORTHODONTICS, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-05-04

Company Identification Number: 0802212443

Legal Registered Office Address: 12632 LAKEVIEW CT
5350 NORTH TARRANT PKWY
FORT WORTH
United States of America (USA)
76179

More information about YOUNG ORTHODONTICS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2017-04-27
001 2015-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2016-08-26
001 2014-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2015-09-21
001 2013-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2014-10-10
001 2012-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2013-09-30
001 2011-01-01 ANDREW N. YOUNG, D.D.S., M.S. 2012-06-18
001 2010-01-01 ANDREW N. YOUNG, D.D.S., M.S.
001 2009-01-01 ANDREW N. YOUNG ANDREW N. YOUNG 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2017-04-27
001	2015-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2016-08-26
001	2014-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2015-09-21
001	2013-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2014-10-10
001	2012-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2013-09-30
001	2011-01-01	ANDREW N. YOUNG, D.D.S., M.S.	2012-06-18
001	2010-01-01	ANDREW N. YOUNG, D.D.S., M.S.
001	2009-01-01	ANDREW N. YOUNG		ANDREW N. YOUNG	2010-07-12

Plan Statistics for YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2010: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 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 1

Measure	Date	Value
2010: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 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	1

Financial Data on YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Measure	Date	Value
2010 : YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$82,394
Expenses. Total of all expenses incurred	2010-12-31	$574
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$133,825
Total plan assets at beginning of year	2010-12-31	$52,005
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$34,120
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$8,697
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$81,820
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$133,825
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$52,005
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$28,219
Total contributions received or receivable from employer(s)	2010-12-31	$39,577
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	$574

Form 5500 Responses for YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

2010: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 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: YOUNG ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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:	YOUNG ORTHODONTICS, P.A.
Employer identification number (EIN):	202315867
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-05-04
Company Identification Number:	0802212443
Legal Registered Office Address:	12632 LAKEVIEW CT 5350 NORTH TARRANT PKWY FORT WORTH United States of America (USA) 76179