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OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameOZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN
Plan identification number 001

OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

OZARK FAMILY DENTAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:OZARK FAMILY DENTAL, P.C.
Employer identification number (EIN):631177055
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01J. ALLAN RICE, DMD2015-07-30
0012013-01-01J. ALLAN RICE, DMD2014-06-30
0012012-01-01J. ALLAN RICE, DMD
0012011-01-01J. ALLAN RICE, DMD
0012009-01-01J. ALLAN RICE, DMD J. ALLAN RICE, DMD2010-07-23

Plan Statistics for OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN

Measure Date Value
2012: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN

Measure Date Value
2012 : OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$162,432
Expenses. Total of all expenses incurred2012-12-31$20,068
Benefits paid (including direct rollovers)2012-12-31$13,585
Total plan assets at end of year2012-12-31$873,281
Total plan assets at beginning of year2012-12-31$730,917
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$90,384
Net income (gross income less expenses)2012-12-31$142,364
Net plan assets at end of year (total assets less liabilities)2012-12-31$873,281
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$730,917
Total contributions received or receivable from employer(s)2012-12-31$72,048
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,483
2011 : OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,239
Expenses. Total of all expenses incurred2011-12-31$66,535
Benefits paid (including direct rollovers)2011-12-31$62,748
Total plan assets at end of year2011-12-31$730,917
Total plan assets at beginning of year2011-12-31$727,213
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$1,328
Net income (gross income less expenses)2011-12-31$3,704
Net plan assets at end of year (total assets less liabilities)2011-12-31$730,917
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$727,213
Total contributions received or receivable from employer(s)2011-12-31$68,911
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,787
2010 : OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$110,973
Expenses. Total of all expenses incurred2010-12-31$630
Total plan assets at end of year2010-12-31$727,213
Total plan assets at beginning of year2010-12-31$616,870
Value of fidelity bond covering the plan2010-12-31$30,000
Other income received2010-12-31$40,116
Net income (gross income less expenses)2010-12-31$110,343
Net plan assets at end of year (total assets less liabilities)2010-12-31$727,213
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$616,870
Total contributions received or receivable from employer(s)2010-12-31$70,857
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$630

Form 5500 Responses for OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN

2012: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OZARK FAMILY DENTAL, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS3304
Policy instance 1
Insurance contract or identification numberPFS3304
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?4
Insurance broker nameMORGAN STNALEY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS3304
Policy instance 1
Insurance contract or identification numberPFS3304
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $184
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS3304
Policy instance 1
Insurance contract or identification numberPFS3304
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $186
Insurance broker organization code?7
Insurance broker nameMERRILL LYNCH

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