401k Plan data: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN plan

WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN
Plan identification number	001

WEBB ORTHODONTICS 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M. A. WEBB, DDS, MS, PA & WEBB & WEBB, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: M. A. WEBB, DDS, MS, PA & WEBB & WEBB, DDS, PLLC

Employer identification number (EIN): 464469889

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 MICHAEL A. WEBB
001 2015-01-01 MICHAEL A. WEBB

Plan Statistics for WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2017: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$2,597
Total income from all sources	2017-12-31	$115,899
Expenses. Total of all expenses incurred	2017-12-31	$120,737
Benefits paid (including direct rollovers)	2017-12-31	$120,737
Total plan assets at end of year	2017-12-31	$2,358,114
Total plan assets at beginning of year	2017-12-31	$2,365,549
Value of fidelity bond covering the plan	2017-12-31	$392,000
Total contributions received or receivable from participants	2017-12-31	$60,000
Other income received	2017-12-31	$-74,076
Net income (gross income less expenses)	2017-12-31	$-4,838
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,358,114
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,362,952
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$332,335
Total contributions received or receivable from employer(s)	2017-12-31	$129,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,597
Total plan liabilities at beginning of year	2016-12-31	$9,175
Total income from all sources	2016-12-31	$80,583
Expenses. Total of all expenses incurred	2016-12-31	$64,915
Benefits paid (including direct rollovers)	2016-12-31	$64,915
Total plan assets at end of year	2016-12-31	$2,365,549
Total plan assets at beginning of year	2016-12-31	$2,356,459
Value of fidelity bond covering the plan	2016-12-31	$392,000
Total contributions received or receivable from participants	2016-12-31	$72,000
Other income received	2016-12-31	$-100,089
Net income (gross income less expenses)	2016-12-31	$15,668
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,362,952
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,347,284
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$295,585
Total contributions received or receivable from employer(s)	2016-12-31	$108,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$9,175
Total income from all sources	2015-12-31	$1,039,072
Expenses. Total of all expenses incurred	2015-12-31	$216,228
Benefits paid (including direct rollovers)	2015-12-31	$216,228
Total plan assets at end of year	2015-12-31	$2,356,459
Total plan assets at beginning of year	2015-12-31	$1,524,440
Value of fidelity bond covering the plan	2015-12-31	$220,000
Total contributions received or receivable from participants	2015-12-31	$36,000
Contributions received from other sources (not participants or employers)	2015-12-31	$823,036
Other income received	2015-12-31	$101,136
Net income (gross income less expenses)	2015-12-31	$822,844
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,347,284
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,524,440
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$391,913
Total contributions received or receivable from employer(s)	2015-12-31	$78,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN

2017: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WEBB ORTHODONTICS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M. A. WEBB, DDS, MS, PA & WEBB & WEBB, DDS, PLLC
Employer identification number (EIN):	464469889
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01
001	2016-01-01	MICHAEL A. WEBB
001	2015-01-01	MICHAEL A. WEBB