401k Plan data: LYDIA DAVID DDS KEOGH PLAN plan

LYDIA DAVID DDS KEOGH PLAN 401k Plan overview

Plan Name	LYDIA DAVID DDS KEOGH PLAN
Plan identification number	001

LYDIA DAVID DDS KEOGH PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LYDIA DAVID DDS has sponsored the creation of one or more 401k plans.

Company Name: LYDIA DAVID DDS

Employer identification number (EIN): 222428325

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYDIA DAVID DDS KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LYDIA DAVID,TRUSTEE 2015-06-29 LYDIA DAVID 2015-06-29
001 2014-01-01 LYDIA DAVID,TRUSTEE 2015-06-17 LYDIA DAVID 2015-06-17
001 2013-01-01 LYDIA DAVID,TRUSTEE 2014-07-29 LYDIA DAVID 2014-07-29
001 2012-01-01 LYDIA DAVID,TRUSTEE 2013-07-02 LYDIA DAVID 2013-07-02
001 2011-01-01 LYDIA DAVID,TRUSTEE LYDIA DAVID 2012-11-12
001 2010-01-01 LYDIA DAVID,TRUSTEE LYDIA DAVID 2011-07-18
001 2009-01-01 LYDIA DAVID,TRUSTEE LYDIA DAVID 2010-10-12
001 2009-01-01 LYDIA DAVID,TRUSTEE LYDIA DAVID 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	LYDIA DAVID,TRUSTEE	2015-06-29	LYDIA DAVID	2015-06-29
001	2014-01-01	LYDIA DAVID,TRUSTEE	2015-06-17	LYDIA DAVID	2015-06-17
001	2013-01-01	LYDIA DAVID,TRUSTEE	2014-07-29	LYDIA DAVID	2014-07-29
001	2012-01-01	LYDIA DAVID,TRUSTEE	2013-07-02	LYDIA DAVID	2013-07-02
001	2011-01-01	LYDIA DAVID,TRUSTEE		LYDIA DAVID	2012-11-12
001	2010-01-01	LYDIA DAVID,TRUSTEE		LYDIA DAVID	2011-07-18
001	2009-01-01	LYDIA DAVID,TRUSTEE		LYDIA DAVID	2010-10-12
001	2009-01-01	LYDIA DAVID,TRUSTEE		LYDIA DAVID	2010-10-13

Plan Statistics for LYDIA DAVID DDS KEOGH PLAN

401k plan membership statisitcs for LYDIA DAVID DDS KEOGH PLAN

Measure Date Value
2014: LYDIA DAVID DDS KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LYDIA DAVID DDS KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LYDIA DAVID DDS KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LYDIA DAVID DDS KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LYDIA DAVID DDS KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
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 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: LYDIA DAVID DDS KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: LYDIA DAVID DDS KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LYDIA DAVID DDS KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LYDIA DAVID DDS KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LYDIA DAVID DDS KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LYDIA DAVID DDS KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
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	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: LYDIA DAVID DDS KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on LYDIA DAVID DDS KEOGH PLAN

Measure	Date	Value
2014 : LYDIA DAVID DDS KEOGH PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$25,004
Expenses. Total of all expenses incurred	2014-12-31	$665,502
Benefits paid (including direct rollovers)	2014-12-31	$661,075
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$640,498
Other income received	2014-12-31	$25,004
Net income (gross income less expenses)	2014-12-31	$-640,498
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$640,498
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,427
2013 : LYDIA DAVID DDS KEOGH PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$137,528
Expenses. Total of all expenses incurred	2013-12-31	$3,493
Benefits paid (including direct rollovers)	2013-12-31	$3,268
Total plan assets at end of year	2013-12-31	$640,498
Total plan assets at beginning of year	2013-12-31	$506,463
Other income received	2013-12-31	$137,528
Net income (gross income less expenses)	2013-12-31	$134,035
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$640,498
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$506,463
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$225
2012 : LYDIA DAVID DDS KEOGH PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,344
Expenses. Total of all expenses incurred	2012-12-31	$150
Total plan assets at end of year	2012-12-31	$506,463
Total plan assets at beginning of year	2012-12-31	$438,269
Other income received	2012-12-31	$68,344
Net income (gross income less expenses)	2012-12-31	$68,194
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$506,463
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$438,269
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : LYDIA DAVID DDS KEOGH PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-16,471
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$438,269
Total plan assets at beginning of year	2011-12-31	$454,890
Other income received	2011-12-31	$-16,471
Net income (gross income less expenses)	2011-12-31	$-16,621
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$438,269
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$454,890
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
2010 : LYDIA DAVID DDS KEOGH PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$47,932
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$454,890
Total plan assets at beginning of year	2010-12-31	$407,108
Other income received	2010-12-31	$47,932
Net income (gross income less expenses)	2010-12-31	$47,782
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$454,890
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$407,108
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150

Form 5500 Responses for LYDIA DAVID DDS KEOGH PLAN

2014: LYDIA DAVID DDS KEOGH PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LYDIA DAVID DDS KEOGH PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LYDIA DAVID DDS KEOGH PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LYDIA DAVID DDS KEOGH PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LYDIA DAVID DDS KEOGH PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LYDIA DAVID DDS KEOGH 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	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LYDIA DAVID DDS
Employer identification number (EIN):	222428325
NAIC Classification:	621210
NAIC Description:	Offices of Dentists