401k Plan data: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST plan

W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST
Plan identification number	001

W. ALEXANDER IRWIN DDS PC EMP 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

W.A. IRWIN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: W.A. IRWIN, D.D.S.

Employer identification number (EIN): 381877872

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-11-01 WILLARD IRWIN
001 2011-11-01 WILLARD IRWIN
001 2010-11-01 WILLARD IRWIN
001 2009-11-01 WILLARD IRWIN

Plan id#	Filing Submission Date	Name of Administrator
001	2012-11-01	WILLARD IRWIN
001	2011-11-01	WILLARD IRWIN
001	2010-11-01	WILLARD IRWIN
001	2009-11-01	WILLARD IRWIN

Plan Statistics for W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 0
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 0
Number of participants with account balances 2012-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 2
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 2
Number of participants with account balances 2011-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 2
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 2
Number of participants with account balances 2010-11-01 2
2009: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 2
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 2
Number of participants with account balances 2009-11-01 2

Measure	Date	Value
2012: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	0
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	0
Number of participants with account balances	2012-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	2
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	2
Number of participants with account balances	2011-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	2
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	2
Number of participants with account balances	2010-11-01	2
2009: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	2
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	2
Number of participants with account balances	2009-11-01	2

Financial Data on W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-10-31	$209,574
Expenses. Total of all expenses incurred	2013-10-31	$5,629,911
Benefits paid (including direct rollovers)	2013-10-31	$5,629,911
Total plan assets at end of year	2013-10-31	$0
Total plan assets at beginning of year	2013-10-31	$5,420,337
Other income received	2013-10-31	$209,574
Net income (gross income less expenses)	2013-10-31	$-5,420,337
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$5,420,337
2012 : W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-10-31	$483,762
Expenses. Total of all expenses incurred	2012-10-31	$290,177
Benefits paid (including direct rollovers)	2012-10-31	$290,177
Total plan assets at end of year	2012-10-31	$5,420,337
Total plan assets at beginning of year	2012-10-31	$5,226,752
Value of fidelity bond covering the plan	2012-10-31	$522,675
Other income received	2012-10-31	$483,762
Net income (gross income less expenses)	2012-10-31	$193,585
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$5,420,337
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$5,226,752
2011 : W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-10-31	$124,676
Expenses. Total of all expenses incurred	2011-10-31	$312,694
Benefits paid (including direct rollovers)	2011-10-31	$312,694
Total plan assets at end of year	2011-10-31	$5,226,752
Total plan assets at beginning of year	2011-10-31	$5,414,770
Value of fidelity bond covering the plan	2011-10-31	$541,477
Other income received	2011-10-31	$124,676
Net income (gross income less expenses)	2011-10-31	$-188,018
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$5,226,752
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,414,770

Form 5500 Responses for W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST

2012: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	This submission is the final filing	Yes
2012-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: W. ALEXANDER IRWIN DDS PC EMP PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W.A. IRWIN, D.D.S.
Employer identification number (EIN):	381877872
NAIC Classification:	621210
NAIC Description:	Offices of Dentists