401k Plan data: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN plan

MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN
Plan identification number	002

MILTON D. BERNARD, D.D.S. P.C. 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
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.

401k Sponsoring company profile

MILTON D. BERNARD, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MILTON D. BERNARD, D.D.S., P.C.

Employer identification number (EIN): 520989031

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01
002 2013-01-01
002 2012-01-01 PHILIP HUBER
002 2012-01-01 PHILIP HUBER
002 2011-01-01 PHILIP HUBER
002 2009-01-01 PHILIP HUBER

Plan Statistics for MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN

Measure Date Value
2014: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN

Measure	Date	Value
2014 : MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$122,011
Expenses. Total of all expenses incurred	2014-12-31	$96,422
Benefits paid (including direct rollovers)	2014-12-31	$90,896
Total plan assets at end of year	2014-12-31	$2,151,997
Total plan assets at beginning of year	2014-12-31	$2,126,408
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$87,011
Net income (gross income less expenses)	2014-12-31	$25,589
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,151,997
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,126,408
Assets. Value of real-estate (other than employer real property)	2014-12-31	$140,000
Total contributions received or receivable from employer(s)	2014-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,526
2013 : MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$24
Total income from all sources	2013-12-31	$253,882
Expenses. Total of all expenses incurred	2013-12-31	$98,431
Benefits paid (including direct rollovers)	2013-12-31	$93,513
Total plan assets at end of year	2013-12-31	$2,126,408
Total plan assets at beginning of year	2013-12-31	$1,970,981
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$216,882
Net income (gross income less expenses)	2013-12-31	$155,451
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,126,408
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,970,957
Total contributions received or receivable from employer(s)	2013-12-31	$37,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,918
2012 : MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$24
Total plan liabilities at beginning of year	2012-12-31	$232
Total income from all sources	2012-12-31	$191,652
Expenses. Total of all expenses incurred	2012-12-31	$73,588
Benefits paid (including direct rollovers)	2012-12-31	$69,163
Total plan assets at end of year	2012-12-31	$1,970,981
Total plan assets at beginning of year	2012-12-31	$1,853,125
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$166,152
Net income (gross income less expenses)	2012-12-31	$118,064
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,970,957
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,852,893
Total contributions received or receivable from employer(s)	2012-12-31	$25,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,425
2011 : MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$232
Total income from all sources	2011-12-31	$78,811
Expenses. Total of all expenses incurred	2011-12-31	$76,928
Benefits paid (including direct rollovers)	2011-12-31	$72,087
Total plan assets at end of year	2011-12-31	$1,853,125
Total plan assets at beginning of year	2011-12-31	$1,851,010
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$27,289
Net income (gross income less expenses)	2011-12-31	$1,883
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,852,893
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,851,010
Total contributions received or receivable from employer(s)	2011-12-31	$51,522
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,841
2010 : MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$154,699
Expenses. Total of all expenses incurred	2010-12-31	$80,470
Benefits paid (including direct rollovers)	2010-12-31	$63,951
Total plan assets at end of year	2010-12-31	$1,851,010
Total plan assets at beginning of year	2010-12-31	$1,776,781
Other income received	2010-12-31	$100,801
Net income (gross income less expenses)	2010-12-31	$74,229
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,851,010
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,776,781
Total contributions received or receivable from employer(s)	2010-12-31	$53,898
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16,519

Form 5500 Responses for MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN

2014: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILTON D. BERNARD, D.D.S. P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

520989031D2

Policy instance

Insurance contract or identification number	520989031D2
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

520989031D2

Policy instance

Insurance contract or identification number	520989031D2
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

520989031D2

Policy instance

Insurance contract or identification number	520989031D2
Number of Individuals Covered	2
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

520989031D2

Policy instance

Insurance contract or identification number	520989031D2
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

520989031D2

Policy instance

Insurance contract or identification number	520989031D2
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MILTON D. BERNARD, D.D.S., P.C.
Employer identification number (EIN):	520989031
NAIC Classification:	621210
NAIC Description:	Offices of Dentists