401k Plan data: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN plan

TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN
Plan identification number	001

TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 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).
Money purchase (other than target benefit)

401k Sponsoring company profile

TERRANCE J. SPAHL, DDS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: TERRANCE J. SPAHL, DDS, P.A.

Employer identification number (EIN): 411345959

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 TERRANCE J. SPAHL
001 2011-01-01 TERRANCE J. SPAHL
001 2010-01-01 TERRANCE J. SPAHL
001 2009-01-01 TERRANCE J. SPAHL

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	TERRANCE J. SPAHL
001	2011-01-01	TERRANCE J. SPAHL
001	2010-01-01	TERRANCE J. SPAHL
001	2009-01-01	TERRANCE J. SPAHL

Plan Statistics for TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 3
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12

Measure	Date	Value
2012: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	3
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12

Financial Data on TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2012 : TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$21,304
Expenses. Total of all expenses incurred	2012-06-30	$1,558,239
Benefits paid (including direct rollovers)	2012-06-30	$1,557,197
Total plan assets at end of year	2012-06-30	$0
Total plan assets at beginning of year	2012-06-30	$1,536,935
Expenses. Other expenses not covered elsewhere	2012-06-30	$1,042
Other income received	2012-06-30	$21,304
Net income (gross income less expenses)	2012-06-30	$-1,536,935
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,536,935
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$16,744
Expenses. Total of all expenses incurred	2011-12-31	$997
Total plan assets at end of year	2011-12-31	$1,536,935
Total plan assets at beginning of year	2011-12-31	$1,521,188
Expenses. Other expenses not covered elsewhere	2011-12-31	$997
Other income received	2011-12-31	$16,744
Net income (gross income less expenses)	2011-12-31	$15,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,536,935
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,521,188
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$123,493
Expenses. Total of all expenses incurred	2010-12-31	$4,992
Benefits paid (including direct rollovers)	2010-12-31	$4,351
Total plan assets at end of year	2010-12-31	$1,521,188
Total plan assets at beginning of year	2010-12-31	$1,402,687
Expenses. Other expenses not covered elsewhere	2010-12-31	$641
Other income received	2010-12-31	$111,081
Net income (gross income less expenses)	2010-12-31	$118,501
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,521,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,402,687
Total contributions received or receivable from employer(s)	2010-12-31	$12,412
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$12,412
Amount contributed by the employer to the plan for this plan year	2010-12-31	$12,412
2009 : TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$38,764
Amount contributed by the employer to the plan for this plan year	2009-12-31	$38,764

Form 5500 Responses for TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN

2012: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION 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 funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION 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	Plan funding arrangement – Trust	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TERRANCE J. SPAHL, DDS, P.A. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TERRANCE J. SPAHL, DDS, P.A.
Employer identification number (EIN):	411345959
NAIC Classification:	621210
NAIC Description:	Offices of Dentists