401k Plan data: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST plan

J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number	001

J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 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
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.
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

J. BRYAN HOHENSTEIN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: J. BRYAN HOHENSTEIN, D.D.S., P.C.

Employer identification number (EIN): 542100599

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 J. BRYAN HOHENSTEIN, D.D.S.
001 2011-01-01 J. BRYAN HOHENSTEIN, D.D.S.
001 2010-01-01 J. BRYAN HOHENSTEIN, D.D.S. J. BRYAN HOHENSTEIN, D.D.S. 2011-07-21
001 2009-01-01 J. BRYAN HOHENSTEIN, D.D.S. J. BRYAN HOHENSTEIN, D.D.S. 2010-09-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	J. BRYAN HOHENSTEIN, D.D.S.
001	2011-01-01	J. BRYAN HOHENSTEIN, D.D.S.
001	2010-01-01	J. BRYAN HOHENSTEIN, D.D.S.	J. BRYAN HOHENSTEIN, D.D.S.	2011-07-21
001	2009-01-01	J. BRYAN HOHENSTEIN, D.D.S.	J. BRYAN HOHENSTEIN, D.D.S.	2010-09-21

Plan Statistics for J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2012: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 3
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 2
2011: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	3
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	2
2011: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure	Date	Value
2012 : J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$3,624
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$136,981
Expenses. Total of all expenses incurred	2012-12-31	$4,454
Total plan assets at end of year	2012-12-31	$575,818
Total plan assets at beginning of year	2012-12-31	$439,667
Value of fidelity bond covering the plan	2012-12-31	$65,000
Total contributions received or receivable from participants	2012-12-31	$42,782
Other income received	2012-12-31	$49,267
Net income (gross income less expenses)	2012-12-31	$132,527
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$572,194
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$439,667
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$14,074
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$34,995
Total contributions received or receivable from employer(s)	2012-12-31	$44,932
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,454
2011 : J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$80,045
Expenses. Total of all expenses incurred	2011-12-31	$10,365
Benefits paid (including direct rollovers)	2011-12-31	$6,839
Total plan assets at end of year	2011-12-31	$439,667
Total plan assets at beginning of year	2011-12-31	$369,987
Value of fidelity bond covering the plan	2011-12-31	$65,000
Total contributions received or receivable from participants	2011-12-31	$38,863
Other income received	2011-12-31	$-327
Net income (gross income less expenses)	2011-12-31	$69,680
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$439,667
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$369,987
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$13,889
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$3,078
Total contributions received or receivable from employer(s)	2011-12-31	$41,509
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$109,383
Expenses. Total of all expenses incurred	2010-12-31	$2,720
Benefits paid (including direct rollovers)	2010-12-31	$72
Total plan assets at end of year	2010-12-31	$369,987
Total plan assets at beginning of year	2010-12-31	$263,324
Value of fidelity bond covering the plan	2010-12-31	$16,520
Total contributions received or receivable from participants	2010-12-31	$38,835
Other income received	2010-12-31	$31,035
Net income (gross income less expenses)	2010-12-31	$106,663
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$369,987
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$263,324
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$13,666
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$2,984
Total contributions received or receivable from employer(s)	2010-12-31	$39,513
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST

2012: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 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: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 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
2010: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J. BRYAN HOHENSTEIN, D.D.S., P.C. RETIREMENT PLAN & TRUST 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:	J. BRYAN HOHENSTEIN, D.D.S., P.C.
Employer identification number (EIN):	542100599
NAIC Classification:	621210
NAIC Description:	Offices of Dentists