401k Plan data: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN plan

PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	PATRICK J. SHAFFER DDS PROFIT SHARING PLAN
Plan identification number	001

PATRICK J. SHAFFER DDS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.
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

PATRICK J. SHAFFER DDS has sponsored the creation of one or more 401k plans.

Company Name: PATRICK J. SHAFFER DDS

Employer identification number (EIN): 341222628

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICK J. SHAFFER DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 PATRICK SHAFFER
001 2013-01-01 PATRICK SHAFFER PATRICK SHAFFER 2014-05-20
001 2012-01-01 PATRICK SHAFFER PATRICK SHAFFER 2013-05-29
001 2011-01-01 PATRICK SHAFFER
001 2010-01-01 PATRICK SHAFFER
001 2009-01-01 PATRICK SHAFFER
001 2009-01-01 PATRICK SHAFFER 2010-05-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	PATRICK SHAFFER
001	2013-01-01	PATRICK SHAFFER	PATRICK SHAFFER	2014-05-20
001	2012-01-01	PATRICK SHAFFER	PATRICK SHAFFER	2013-05-29
001	2011-01-01	PATRICK SHAFFER
001	2010-01-01	PATRICK SHAFFER
001	2009-01-01	PATRICK SHAFFER
001	2009-01-01		PATRICK SHAFFER	2010-05-21

Plan Statistics for PATRICK J. SHAFFER DDS PROFIT SHARING PLAN

401k plan membership statisitcs for PATRICK J. SHAFFER DDS PROFIT SHARING PLAN

Measure Date Value
2014: PATRICK J. SHAFFER DDS PROFIT SHARING 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: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
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: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PATRICK J. SHAFFER DDS 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: PATRICK J. SHAFFER DDS PROFIT SHARING 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: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
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: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PATRICK J. SHAFFER DDS 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PATRICK J. SHAFFER DDS PROFIT SHARING PLAN

Measure	Date	Value
2014 : PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$613,270
Benefits paid (including direct rollovers)	2014-12-31	$601,941
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$613,270
Expenses. Other expenses not covered elsewhere	2014-12-31	$11,329
Net income (gross income less expenses)	2014-12-31	$-613,270
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	$613,270
2013 : PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$136,646
Expenses. Total of all expenses incurred	2013-12-31	$129,594
Benefits paid (including direct rollovers)	2013-12-31	$129,394
Total plan assets at end of year	2013-12-31	$613,270
Total plan assets at beginning of year	2013-12-31	$606,218
Expenses. Other expenses not covered elsewhere	2013-12-31	$200
Other income received	2013-12-31	$111,646
Net income (gross income less expenses)	2013-12-31	$7,052
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$613,270
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$606,218
Total contributions received or receivable from employer(s)	2013-12-31	$25,000
2012 : PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$99,928
Expenses. Total of all expenses incurred	2012-12-31	$22,217
Benefits paid (including direct rollovers)	2012-12-31	$22,047
Total plan assets at end of year	2012-12-31	$606,218
Total plan assets at beginning of year	2012-12-31	$528,507
Expenses. Other expenses not covered elsewhere	2012-12-31	$170
Other income received	2012-12-31	$62,928
Net income (gross income less expenses)	2012-12-31	$77,711
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$606,218
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$528,507
Total contributions received or receivable from employer(s)	2012-12-31	$37,000
2011 : PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,000
Expenses. Total of all expenses incurred	2011-12-31	$19,528
Benefits paid (including direct rollovers)	2011-12-31	$3,656
Total plan assets at end of year	2011-12-31	$528,507
Total plan assets at beginning of year	2011-12-31	$515,035
Expenses. Other expenses not covered elsewhere	2011-12-31	$15,872
Net income (gross income less expenses)	2011-12-31	$13,472
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$528,507
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$515,035
Total contributions received or receivable from employer(s)	2011-12-31	$33,000
2010 : PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$75,526
Expenses. Total of all expenses incurred	2010-12-31	$235
Total plan assets at end of year	2010-12-31	$515,035
Total plan assets at beginning of year	2010-12-31	$439,744
Expenses. Other expenses not covered elsewhere	2010-12-31	$235
Other income received	2010-12-31	$45,526
Net income (gross income less expenses)	2010-12-31	$75,291
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$515,035
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$439,744
Total contributions received or receivable from employer(s)	2010-12-31	$30,000

Form 5500 Responses for PATRICK J. SHAFFER DDS PROFIT SHARING PLAN

2014: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 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	Yes
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: PATRICK J. SHAFFER DDS 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: PATRICK J. SHAFFER DDS 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: PATRICK J. SHAFFER DDS 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
2010: PATRICK J. SHAFFER DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: PATRICK J. SHAFFER DDS 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:	PATRICK J. SHAFFER DDS
Employer identification number (EIN):	341222628
NAIC Classification:	621210
NAIC Description:	Offices of Dentists