401k Plan data: WILLIAM DAY GATES, D.M.D RETIREMENT PLAN plan

WILLIAM DAY GATES, D.M.D RETIREMENT PLAN 401k Plan overview

Plan Name	WILLIAM DAY GATES, D.M.D RETIREMENT PLAN
Plan identification number	001

WILLIAM DAY GATES, D.M.D RETIREMENT 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
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

WILLIAM DAY GATES, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM DAY GATES, D.M.D.

Employer identification number (EIN): 636104762

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM DAY GATES, D.M.D RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 W.. DAY GATES 2014-10-02
001 2013-01-01 W. DAY GATES 2014-05-23
001 2012-01-01 DR. W. DAY GATES 2013-06-20
001 2011-01-01 DR. W. DAY GATES 2012-07-20
001 2010-01-01 DR. W. DAY GATES 2011-07-15 DR. W. DAY GATES 2011-07-15
001 2009-01-01 WILLIAM D GATES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	W.. DAY GATES	2014-10-02
001	2013-01-01	W. DAY GATES	2014-05-23
001	2012-01-01	DR. W. DAY GATES	2013-06-20
001	2011-01-01	DR. W. DAY GATES	2012-07-20
001	2010-01-01	DR. W. DAY GATES	2011-07-15	DR. W. DAY GATES	2011-07-15
001	2009-01-01	WILLIAM D GATES

Plan Statistics for WILLIAM DAY GATES, D.M.D RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM DAY GATES, D.M.D RETIREMENT PLAN

Measure Date Value
2009: WILLIAM DAY GATES, D.M.D RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2009: WILLIAM DAY GATES, D.M.D RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Form 5500 Responses for WILLIAM DAY GATES, D.M.D RETIREMENT PLAN

2009: WILLIAM DAY GATES, D.M.D RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM DAY GATES, D.M.D.
Employer identification number (EIN):	636104762
NAIC Classification:	621210
NAIC Description:	Offices of Dentists