401k Plan data: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN plan

MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN
Plan identification number	001

MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

MARGARET M MOSSLER DDS MS has sponsored the creation of one or more 401k plans.

Company Name: MARGARET M MOSSLER DDS MS

Employer identification number (EIN): 541547456

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGARET M MOSSLER DDS MS 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 MARGARET MOSSLER MARGARET MOSSLER 2018-09-24
001 2016-01-01 MARGARET MOSSLER MARGARET MOSSLER 2017-10-05
001 2015-01-01 MARGARET MOSSLER
001 2014-01-01 MARGARET MOSSLER
001 2013-01-01 MARGARET MOSSLER
001 2012-01-01 MARGARET MOSSLER
001 2011-01-01 MARGARET MOSSLER DDS MS
001 2009-01-01 MARGARET MOSSLER DDS MS 2010-10-07
001 2009-01-01 MARGARET MOSSLER DDS MS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MARGARET MOSSLER	MARGARET MOSSLER	2018-09-24
001	2016-01-01	MARGARET MOSSLER	MARGARET MOSSLER	2017-10-05
001	2015-01-01	MARGARET MOSSLER
001	2014-01-01	MARGARET MOSSLER
001	2013-01-01	MARGARET MOSSLER
001	2012-01-01	MARGARET MOSSLER
001	2011-01-01	MARGARET MOSSLER DDS MS
001	2009-01-01		MARGARET MOSSLER DDS MS	2010-10-07
001	2009-01-01	MARGARET MOSSLER DDS MS

Plan Statistics for MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN

401k plan membership statisitcs for MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN

Measure Date Value
2017: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 2
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARGARET M MOSSLER DDS MS 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 1
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARGARET M MOSSLER DDS MS 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 1
Number of retired or separated participants receiving benefits 2013-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARGARET M MOSSLER DDS MS 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 1
Number of retired or separated participants receiving benefits 2012-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARGARET M MOSSLER DDS MS 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 1
Number of retired or separated participants receiving benefits 2011-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
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 0
2009: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 1
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2017: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	2
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARGARET M MOSSLER DDS MS 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	1
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARGARET M MOSSLER DDS MS 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	1
Number of retired or separated participants receiving benefits	2013-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARGARET M MOSSLER DDS MS 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	1
Number of retired or separated participants receiving benefits	2012-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARGARET M MOSSLER DDS MS 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	1
Number of retired or separated participants receiving benefits	2011-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
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	0
2009: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	1
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN

Measure	Date	Value
2017 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$439,297
Expenses. Total of all expenses incurred	2017-12-31	$2,878,157
Benefits paid (including direct rollovers)	2017-12-31	$2,878,157
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$2,438,860
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$439,297
Net income (gross income less expenses)	2017-12-31	$-2,438,860
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,438,860
2016 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$138,432
Expenses. Total of all expenses incurred	2016-12-31	$11,910
Benefits paid (including direct rollovers)	2016-12-31	$11,910
Total plan assets at end of year	2016-12-31	$2,438,860
Total plan assets at beginning of year	2016-12-31	$2,312,338
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$138,432
Net income (gross income less expenses)	2016-12-31	$126,522
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,438,860
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,312,338
2015 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$68,448
Expenses. Total of all expenses incurred	2015-12-31	$11,218
Benefits paid (including direct rollovers)	2015-12-31	$11,218
Total plan assets at end of year	2015-12-31	$2,312,338
Total plan assets at beginning of year	2015-12-31	$2,255,108
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$52,975
Net income (gross income less expenses)	2015-12-31	$57,230
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,312,338
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,255,108
Total contributions received or receivable from employer(s)	2015-12-31	$15,473
2014 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$185,915
Expenses. Total of all expenses incurred	2014-12-31	$10,278
Benefits paid (including direct rollovers)	2014-12-31	$10,278
Total plan assets at end of year	2014-12-31	$2,255,108
Total plan assets at beginning of year	2014-12-31	$2,079,471
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$176,630
Net income (gross income less expenses)	2014-12-31	$175,637
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,255,108
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,079,471
Total contributions received or receivable from employer(s)	2014-12-31	$9,285
2013 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$440,712
Expenses. Total of all expenses incurred	2013-12-31	$7,668
Benefits paid (including direct rollovers)	2013-12-31	$7,668
Total plan assets at end of year	2013-12-31	$2,079,471
Total plan assets at beginning of year	2013-12-31	$1,646,427
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$426,868
Net income (gross income less expenses)	2013-12-31	$433,044
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,079,471
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,646,427
Total contributions received or receivable from employer(s)	2013-12-31	$13,844
2012 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$242,415
Expenses. Total of all expenses incurred	2012-12-31	$6,586
Benefits paid (including direct rollovers)	2012-12-31	$6,586
Total plan assets at end of year	2012-12-31	$1,646,427
Total plan assets at beginning of year	2012-12-31	$1,410,598
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$219,477
Net income (gross income less expenses)	2012-12-31	$235,829
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,646,427
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,410,598
Total contributions received or receivable from employer(s)	2012-12-31	$22,938
2011 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,741
Expenses. Total of all expenses incurred	2011-12-31	$70,849
Benefits paid (including direct rollovers)	2011-12-31	$70,849
Total plan assets at end of year	2011-12-31	$1,410,598
Total plan assets at beginning of year	2011-12-31	$1,458,706
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$4,493
Net income (gross income less expenses)	2011-12-31	$-48,108
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,410,598
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,458,706
Total contributions received or receivable from employer(s)	2011-12-31	$18,248
2010 : MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$214,968
Total plan assets at end of year	2010-12-31	$1,458,706
Total plan assets at beginning of year	2010-12-31	$1,243,738
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$195,510
Net income (gross income less expenses)	2010-12-31	$214,968
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,458,706
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,243,738
Total contributions received or receivable from employer(s)	2010-12-31	$19,458

Form 5500 Responses for MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN

2017: MARGARET M MOSSLER DDS MS 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	Yes
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: MARGARET M MOSSLER DDS MS 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: MARGARET M MOSSLER DDS MS 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
2014: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MARGARET M MOSSLER DDS MS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARGARET M MOSSLER DDS MS
Employer identification number (EIN):	541547456
NAIC Classification:	621210
NAIC Description:	Offices of Dentists