401k Plan data: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) plan

DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 401k Plan overview

Plan Name	DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)
Plan identification number	001

DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DRS. BARKER AND ROHNER DMD PLLC has sponsored the creation of one or more 401k plans.

Company Name: DRS. BARKER AND ROHNER DMD PLLC

Employer identification number (EIN): 453977972

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WALTER ROHNER 2024-07-08
001 2022-01-01 DR. BRUCE BARKER 2023-07-28
001 2021-01-01 DR. BRUCE BARKER 2022-10-13
001 2020-01-01
001 2019-01-01 DR. BRUCE BARKER 2020-04-09
001 2018-01-01 DR. BRUCE BARKER 2019-06-03
001 2017-01-01 DR. BRUCE BARKER 2018-06-11
001 2013-01-01 DOUG DREHER 2014-07-28 DOUG DREHER 2014-07-28
001 2012-01-01 DAVID J GOSPODAREK 2013-06-12 DAVID J. GOSPODAREK 2013-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WALTER ROHNER	2024-07-08
001	2022-01-01	DR. BRUCE BARKER	2023-07-28
001	2021-01-01	DR. BRUCE BARKER	2022-10-13
001	2020-01-01
001	2019-01-01	DR. BRUCE BARKER	2020-04-09
001	2018-01-01	DR. BRUCE BARKER	2019-06-03
001	2017-01-01	DR. BRUCE BARKER	2018-06-11
001	2013-01-01	DOUG DREHER	2014-07-28	DOUG DREHER	2014-07-28
001	2012-01-01	DAVID J GOSPODAREK	2013-06-12	DAVID J. GOSPODAREK	2013-06-12

Plan Statistics for DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)

401k plan membership statisitcs for DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)

Measure Date Value
2013: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 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 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 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	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)

Measure	Date	Value
2013 : DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2013 401k financial data
Total income from all sources	2013-12-31	$625,825
Expenses. Total of all expenses incurred	2013-12-31	$111,907
Benefits paid (including direct rollovers)	2013-12-31	$96,247
Total plan assets at end of year	2013-12-31	$2,631,021
Total plan assets at beginning of year	2013-12-31	$2,117,103
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$54,850
Other income received	2013-12-31	$510,204
Net income (gross income less expenses)	2013-12-31	$513,918
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,631,021
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,117,103
Total contributions received or receivable from employer(s)	2013-12-31	$60,771
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,660
2012 : DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2012 401k financial data
Total income from all sources	2012-12-31	$407,074
Expenses. Total of all expenses incurred	2012-12-31	$272,732
Benefits paid (including direct rollovers)	2012-12-31	$265,109
Total plan assets at end of year	2012-12-31	$2,117,103
Total plan assets at beginning of year	2012-12-31	$1,982,761
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$18,943
Contributions received from other sources (not participants or employers)	2012-12-31	$73,225
Other income received	2012-12-31	$292,273
Net income (gross income less expenses)	2012-12-31	$134,342
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,117,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,982,761
Total contributions received or receivable from employer(s)	2012-12-31	$22,633
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,623

Form 5500 Responses for DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN)

2013: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DRS. BARKER AND ROHNER, DMD, PLLC 401K P/S PLAN (FORMERLY BRUCE S. BARKER, DMD, PA 401K P/S PLAN) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRS. BARKER AND ROHNER DMD PLLC
Employer identification number (EIN):	453977972
NAIC Classification:	621210
NAIC Description:	Offices of Dentists