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DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN
Plan identification number 001

DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

DAVID M PHILLIPS, DDS, MS, INC has sponsored the creation of one or more 401k plans.

Company Name:DAVID M PHILLIPS, DDS, MS, INC
Employer identification number (EIN):752147580
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01DAVID M PHILLIPS, DDS, MS
0012013-01-01DAVID M PHILLIPS, DDS, MS
0012012-01-01DAVID M PHILLIPS, DDS, MS
0012011-01-01DAVID M PHILLIPS, DDS, MS
0012009-01-01DAVID PHILLIPS
0012009-01-01DAVID M PHILLIPS, DDS, MS

Plan Statistics for DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN

Measure Date Value
2014: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
2013: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN

Measure Date Value
2014 : DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-2,813,794
Total income from all sources2014-12-31$141,177
Expenses. Total of all expenses incurred2014-12-31$17,027
Total plan assets at beginning of year2014-12-31$2,689,644
Other income received2014-12-31$141,177
Net income (gross income less expenses)2014-12-31$124,150
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,689,644
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$17,027
2013 : DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$559,930
Expenses. Total of all expenses incurred2013-12-31$133,225
Benefits paid (including direct rollovers)2013-12-31$121,327
Total plan assets at end of year2013-12-31$2,689,644
Total plan assets at beginning of year2013-12-31$2,262,939
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$530,757
Net income (gross income less expenses)2013-12-31$426,705
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,689,644
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,262,939
Total contributions received or receivable from employer(s)2013-12-31$29,173
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,898
2012 : DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$359,130
Expenses. Total of all expenses incurred2012-12-31$16,209
Total plan assets at end of year2012-12-31$2,262,939
Total plan assets at beginning of year2012-12-31$1,920,018
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$329,235
Net income (gross income less expenses)2012-12-31$342,921
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,262,939
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,920,018
Total contributions received or receivable from employer(s)2012-12-31$29,895
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,209
2011 : DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-151,026
Expenses. Total of all expenses incurred2011-12-31$16,508
Total plan assets at end of year2011-12-31$1,920,018
Total plan assets at beginning of year2011-12-31$2,087,552
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-181,272
Net income (gross income less expenses)2011-12-31$-167,534
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,920,018
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,087,552
Total contributions received or receivable from employer(s)2011-12-31$30,246
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,508

Form 5500 Responses for DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN

2014: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID M PHILLIPS, DDS, MS, INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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