401k Plan data: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN plan

MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN
Plan identification number	001

MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

MICHAEL MCLENDON, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL MCLENDON, DDS, PA

Employer identification number (EIN): 751830705

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MICHAEL MCLENDON 2015-06-18
001 2013-01-01 MICHAEL MCLENDON
001 2012-01-01 MICHAEL MCLENDON
001 2011-01-01 MICHAEL MCLENDON
001 2009-01-01 MICHAEL MCLENDON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	MICHAEL MCLENDON	2015-06-18
001	2013-01-01	MICHAEL MCLENDON
001	2012-01-01	MICHAEL MCLENDON
001	2011-01-01	MICHAEL MCLENDON
001	2009-01-01	MICHAEL MCLENDON

Plan Statistics for MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
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 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13

Measure	Date	Value
2013: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
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	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13

Financial Data on MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$241,071
Expenses. Total of all expenses incurred	2013-12-31	$5,350
Total plan assets at end of year	2013-12-31	$1,029,389
Total plan assets at beginning of year	2013-12-31	$793,668
Value of fidelity bond covering the plan	2013-12-31	$80,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,350
Other income received	2013-12-31	$210,473
Net income (gross income less expenses)	2013-12-31	$235,721
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,029,389
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$793,668
Total contributions received or receivable from employer(s)	2013-12-31	$30,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$196,072
Expenses. Total of all expenses incurred	2012-12-31	$8,055
Benefits paid (including direct rollovers)	2012-12-31	$3,996
Total plan assets at end of year	2012-12-31	$793,668
Total plan assets at beginning of year	2012-12-31	$605,651
Value of fidelity bond covering the plan	2012-12-31	$20,000
Other income received	2012-12-31	$77,461
Net income (gross income less expenses)	2012-12-31	$188,017
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$793,668
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$605,651
Total contributions received or receivable from employer(s)	2012-12-31	$118,611
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$114,969
Expenses. Total of all expenses incurred	2011-12-31	$1,939
Total plan assets at end of year	2011-12-31	$605,651
Total plan assets at beginning of year	2011-12-31	$492,621
Value of fidelity bond covering the plan	2011-12-31	$20,000
Other income received	2011-12-31	$47,046
Net income (gross income less expenses)	2011-12-31	$113,030
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$605,651
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$492,621
Total contributions received or receivable from employer(s)	2011-12-31	$67,923
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$99,501
Expenses. Total of all expenses incurred	2010-12-31	$1,376
Total plan assets at end of year	2010-12-31	$492,621
Total plan assets at beginning of year	2010-12-31	$394,496
Value of fidelity bond covering the plan	2010-12-31	$40,000
Other income received	2010-12-31	$35,286
Net income (gross income less expenses)	2010-12-31	$98,125
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$492,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$394,496
Total contributions received or receivable from employer(s)	2010-12-31	$64,215
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN

2013: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION 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: MICHAEL MCLENDON, DDS, PA DEFINED BENEFIT PENSION 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:	MICHAEL MCLENDON, DDS, PA
Employer identification number (EIN):	751830705
NAIC Classification:	621210
NAIC Description:	Offices of Dentists