401k Plan data: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST plan

ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST
Plan identification number	001

ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. 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
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ANGELO ORAL & MAXILLOFACIAL SURGERY P.A. has sponsored the creation of one or more 401k plans.

Company Name: ANGELO ORAL & MAXILLOFACIAL SURGERY P.A.

Employer identification number (EIN): 752850038

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 NATALIE BRYAN 2016-01-19
001 2014-01-01 GRADY W. BRYAN, D.D.S., M.D.
001 2013-01-01 GRADY W. BRYAN, D.D.S., M.D.
001 2012-01-01 GRADY W. BRYAN, D.D.S., M.D.
001 2011-01-01 GRADY W. BRYAN, D.D.S., M.D.
001 2009-01-01 GRADY W. BRYAN
001 2009-01-01 GRADY W. BRYAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	NATALIE BRYAN	2016-01-19
001	2014-01-01	GRADY W. BRYAN, D.D.S., M.D.
001	2013-01-01	GRADY W. BRYAN, D.D.S., M.D.
001	2012-01-01	GRADY W. BRYAN, D.D.S., M.D.
001	2011-01-01	GRADY W. BRYAN, D.D.S., M.D.
001	2009-01-01	GRADY W. BRYAN
001	2009-01-01	GRADY W. BRYAN

Plan Statistics for ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2014: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 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
2009: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
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 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 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 0

Measure	Date	Value
2014: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	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
2009: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
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	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	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	0

Financial Data on ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST

Measure	Date	Value
2014 : ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$142,276
Expenses. Total of all expenses incurred	2014-12-31	$15,074
Total plan assets at end of year	2014-12-31	$1,617,607
Total plan assets at beginning of year	2014-12-31	$1,490,405
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$55,948
Other income received	2014-12-31	$46,328
Net income (gross income less expenses)	2014-12-31	$127,202
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,617,607
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,490,405
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$58,477
Total contributions received or receivable from employer(s)	2014-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,074
2013 : ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$252,612
Expenses. Total of all expenses incurred	2013-12-31	$26,784
Benefits paid (including direct rollovers)	2013-12-31	$13,945
Total plan assets at end of year	2013-12-31	$1,490,405
Total plan assets at beginning of year	2013-12-31	$1,264,577
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$55,240
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$152,372
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$225,828
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,490,405
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,264,577
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$71,113
Total contributions received or receivable from employer(s)	2013-12-31	$45,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,839
2012 : ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$205,845
Expenses. Total of all expenses incurred	2012-12-31	$10,690
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,264,577
Total plan assets at beginning of year	2012-12-31	$1,069,422
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$48,265
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$115,875
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$195,155
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,264,577
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,069,422
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$73,109
Total contributions received or receivable from employer(s)	2012-12-31	$41,705
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,690
2011 : ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$99,661
Expenses. Total of all expenses incurred	2011-12-31	$9,392
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,069,422
Total plan assets at beginning of year	2011-12-31	$979,153
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$49,420
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$4,074
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$90,269
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,069,422
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$979,153
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$72,147
Total contributions received or receivable from employer(s)	2011-12-31	$46,167
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,392
2010 : ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$178,099
Expenses. Total of all expenses incurred	2010-12-31	$7,837
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$979,153
Total plan assets at beginning of year	2010-12-31	$808,891
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$48,460
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$83,824
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$170,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$979,153
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$808,891
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$70,992
Total contributions received or receivable from employer(s)	2010-12-31	$45,815
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,837

Form 5500 Responses for ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST

2014: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. 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: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. 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
2009: ANGELO ORAL & MAXILLOFACIAL SURGERY, P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	ANGELO ORAL & MAXILLOFACIAL SURGERY P.A.
Employer identification number (EIN):	752850038
NAIC Classification:	621210
NAIC Description:	Offices of Dentists