401k Plan data: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST plan

DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST
Plan identification number	002

DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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

DAN V. FOLLMER, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name: DAN V. FOLLMER, D.D.S., LTD.

Employer identification number (EIN): 363026623

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 DAN V. FOLLMER, D.D.S.
002 2012-01-01 DAN V. FOLLMER, D.D.S.
002 2011-01-01 DAN V. FOLLMER, D.D.S.
002 2010-01-01 DAN V. FOLLMER, D.D.S.
002 2009-01-01 DAN D. FOLLMER
002 2009-01-01 DAN D. FOLLMER
002 2009-01-01 DAN D. FOLLMER
002 2008-01-01 DAN V. FOLLMER, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	DAN V. FOLLMER, D.D.S.
002	2012-01-01	DAN V. FOLLMER, D.D.S.
002	2011-01-01	DAN V. FOLLMER, D.D.S.
002	2010-01-01	DAN V. FOLLMER, D.D.S.
002	2009-01-01	DAN D. FOLLMER
002	2009-01-01	DAN D. FOLLMER
002	2009-01-01	DAN D. FOLLMER
002	2008-01-01	DAN V. FOLLMER, D.D.S.

Plan Statistics for DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
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 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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 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 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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 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
2010: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
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 1
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
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 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 7
Number of retired or separated participants receiving benefits 2008-01-01 1
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 8
Number of participants with account balances 2008-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2013: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
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	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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	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	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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	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
2010: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
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	1
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
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	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	7
Number of retired or separated participants receiving benefits	2008-01-01	1
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	8
Number of participants with account balances	2008-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$302,445
Expenses. Total of all expenses incurred	2013-12-31	$22,735
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,676,095
Total plan assets at beginning of year	2013-12-31	$2,396,385
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$11,575
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$266,870
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$279,710
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,676,095
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,396,385
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$234,139
Total contributions received or receivable from employer(s)	2013-12-31	$24,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,735
2012 : DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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	$0
Total income from all sources	2012-12-31	$250,731
Expenses. Total of all expenses incurred	2012-12-31	$19,969
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,396,385
Total plan assets at beginning of year	2012-12-31	$2,165,623
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$6,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$220,231
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$230,762
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,396,385
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,165,623
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$240,710
Total contributions received or receivable from employer(s)	2012-12-31	$24,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$19,969
2011 : DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$40,450
Expenses. Total of all expenses incurred	2011-12-31	$20,391
Benefits paid (including direct rollovers)	2011-12-31	$1,505
Total plan assets at end of year	2011-12-31	$2,165,623
Total plan assets at beginning of year	2011-12-31	$2,145,564
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$6,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$13,950
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$20,059
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,165,623
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,145,564
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$237,544
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	2011-12-31	$504
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
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	$18,886
2010 : DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$199,807
Expenses. Total of all expenses incurred	2010-12-31	$18,201
Benefits paid (including direct rollovers)	2010-12-31	$820
Total plan assets at end of year	2010-12-31	$2,145,564
Total plan assets at beginning of year	2010-12-31	$1,963,958
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$6,775
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	$175,032
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$181,606
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,145,564
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,963,958
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$233,740
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	$504
Total contributions received or receivable from employer(s)	2010-12-31	$18,000
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	$17,381
2008 : DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-845,034
Expenses. Total of all expenses incurred	2008-12-31	$312,081
Benefits paid (including direct rollovers)	2008-12-31	$292,097
Total plan assets at end of year	2008-12-31	$1,512,782
Total plan assets at beginning of year	2008-12-31	$2,669,897
Value of fidelity bond covering the plan	2008-12-31	$350,000
Total contributions received or receivable from participants	2008-12-31	$9,575
Expenses. Other expenses not covered elsewhere	2008-12-31	$19,984
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-860,212
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-1,157,115
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$1,512,782
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$2,669,897
Assets. Value of assets in partnership/joint-venture interests	2008-12-31	$264,704
Total contributions received or receivable from employer(s)	2008-12-31	$5,603
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST

2013: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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
2010: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING 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: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 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	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
2008: DAN V. FOLLMER, D.D.S., LTD. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAN V. FOLLMER, D.D.S., LTD.
Employer identification number (EIN):	363026623
NAIC Classification:	621210
NAIC Description:	Offices of Dentists