401k Plan data: D4K RETIREMENT PLAN & TRUST plan

D4K RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	D4K RETIREMENT PLAN & TRUST
Plan identification number	001

D4K 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.

401k Sponsoring company profile

DENTISTRY 4 KIDZ, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DENTISTRY 4 KIDZ, P.A.

Employer identification number (EIN): 262615964

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D4K RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 PAUL S. BONNER
001 2014-01-01 PAUL S. BONNER
001 2013-01-01 PAUL S. BONNER, D.D.S.
001 2012-01-01 PAUL S. BONNER, D.D.S.
001 2011-01-01 PAUL S. BONNER, D.D.S.
001 2009-01-01 PAUL S. BONNER, D.D.S. PAUL S. BONNER, D.D.S. 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	PAUL S. BONNER
001	2014-01-01	PAUL S. BONNER
001	2013-01-01	PAUL S. BONNER, D.D.S.
001	2012-01-01	PAUL S. BONNER, D.D.S.
001	2011-01-01	PAUL S. BONNER, D.D.S.
001	2009-01-01	PAUL S. BONNER, D.D.S.	PAUL S. BONNER, D.D.S.	2010-09-15

Plan Statistics for D4K RETIREMENT PLAN & TRUST

401k plan membership statisitcs for D4K RETIREMENT PLAN & TRUST

Measure Date Value
2015: D4K RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: D4K RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 2
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: D4K RETIREMENT PLAN & TRUST 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 3
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: D4K RETIREMENT PLAN & TRUST 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 4
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 3
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 2
2011: D4K RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
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 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: D4K 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 2
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 2
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: D4K RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: D4K RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	2
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: D4K RETIREMENT PLAN & TRUST 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	3
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: D4K RETIREMENT PLAN & TRUST 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	4
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	3
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	2
2011: D4K RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
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	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: D4K 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	2
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	2
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on D4K RETIREMENT PLAN & TRUST

Measure	Date	Value
2015 : D4K RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$11,654
Expenses. Total of all expenses incurred	2015-12-31	$1,015,987
Benefits paid (including direct rollovers)	2015-12-31	$1,015,987
Total plan assets at end of year	2015-12-31	$330,164
Total plan assets at beginning of year	2015-12-31	$1,334,497
Value of fidelity bond covering the plan	2015-12-31	$1,500,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-26,346
Net income (gross income less expenses)	2015-12-31	$-1,004,333
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$330,164
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,334,497
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,185
Total contributions received or receivable from employer(s)	2015-12-31	$14,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : D4K RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$79,810
Expenses. Total of all expenses incurred	2014-12-31	$33,810
Benefits paid (including direct rollovers)	2014-12-31	$24,911
Total plan assets at end of year	2014-12-31	$1,334,497
Total plan assets at beginning of year	2014-12-31	$1,288,497
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$24,725
Other income received	2014-12-31	$17,022
Net income (gross income less expenses)	2014-12-31	$46,000
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,334,497
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,288,497
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$36,478
Total contributions received or receivable from employer(s)	2014-12-31	$38,063
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : D4K RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$694,382
Expenses. Total of all expenses incurred	2013-12-31	$6,716
Total plan assets at end of year	2013-12-31	$1,288,497
Total plan assets at beginning of year	2013-12-31	$600,831
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$26,127
Contributions received from other sources (not participants or employers)	2013-12-31	$424,420
Other income received	2013-12-31	$204,009
Net income (gross income less expenses)	2013-12-31	$687,666
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,288,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$600,831
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$44,360
Total contributions received or receivable from employer(s)	2013-12-31	$39,826
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,716
2012 : D4K RETIREMENT PLAN & TRUST 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	$40,000
Total income from all sources	2012-12-31	$142,130
Expenses. Total of all expenses incurred	2012-12-31	$5,113
Benefits paid (including direct rollovers)	2012-12-31	$875
Total plan assets at end of year	2012-12-31	$600,831
Total plan assets at beginning of year	2012-12-31	$503,814
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$23,970
Other income received	2012-12-31	$79,854
Net income (gross income less expenses)	2012-12-31	$137,017
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$600,831
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$463,814
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$45,605
Total contributions received or receivable from employer(s)	2012-12-31	$38,306
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : D4K RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$40,000
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$71,423
Expenses. Total of all expenses incurred	2011-12-31	$5,146
Benefits paid (including direct rollovers)	2011-12-31	$2,462
Total plan assets at end of year	2011-12-31	$503,814
Total plan assets at beginning of year	2011-12-31	$397,537
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$23,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$13,060
Other income received	2011-12-31	$121
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$66,277
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$463,814
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$397,537
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$45,005
Total contributions received or receivable from employer(s)	2011-12-31	$34,742
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : D4K 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	$55,637
Expenses. Total of all expenses incurred	2010-12-31	$3,589
Benefits paid (including direct rollovers)	2010-12-31	$687
Total plan assets at end of year	2010-12-31	$397,537
Total plan assets at beginning of year	2010-12-31	$345,489
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$23,150
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	$-5,860
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$52,048
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$397,537
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$345,489
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$33,243
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	$150
Total contributions received or receivable from employer(s)	2010-12-31	$38,347
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	$2,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : D4K RETIREMENT PLAN & TRUST 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 D4K RETIREMENT PLAN & TRUST

2015: D4K RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: D4K RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: D4K RETIREMENT PLAN & TRUST 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: D4K RETIREMENT PLAN & TRUST 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: D4K RETIREMENT PLAN & TRUST 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: D4K RETIREMENT PLAN & TRUST 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:	DENTISTRY 4 KIDZ, P.A.
Employer identification number (EIN):	262615964
NAIC Classification:	621210
NAIC Description:	Offices of Dentists