401k Plan data: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN plan

KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING 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
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.
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

KIM S. GEE, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: KIM S. GEE, D.D.S., M.S., INC.

Employer identification number (EIN): 760049210

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 KIM S. GEE 2019-05-14 KIM S. GEE 2019-05-14
002 2017-01-01 KIM GEE 2018-06-27 KIM GEE 2018-06-27
002 2016-01-01 KIM S.GEE 2017-10-02 KIM S. GEE 2017-10-02
002 2015-01-01 KIM S. GEE 2016-10-15 KIM S. GEE 2016-10-15
002 2014-01-01 KIM S GEE KIM S GEE 2015-07-30
002 2013-01-01 KIM S GEE KIM S GEE 2014-07-27
002 2012-01-01 KIM S GEE KIM S GEE 2013-10-10
002 2011-01-01 KIM S GEE KIM S GEE 2012-08-23
002 2009-01-01 KIM S. GEE KIM S. GEE 2010-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	KIM S. GEE	2019-05-14	KIM S. GEE	2019-05-14
002	2017-01-01	KIM GEE	2018-06-27	KIM GEE	2018-06-27
002	2016-01-01	KIM S.GEE	2017-10-02	KIM S. GEE	2017-10-02
002	2015-01-01	KIM S. GEE	2016-10-15	KIM S. GEE	2016-10-15
002	2014-01-01	KIM S GEE		KIM S GEE	2015-07-30
002	2013-01-01	KIM S GEE		KIM S GEE	2014-07-27
002	2012-01-01	KIM S GEE		KIM S GEE	2013-10-10
002	2011-01-01	KIM S GEE		KIM S GEE	2012-08-23
002	2009-01-01	KIM S. GEE		KIM S. GEE	2010-09-23

Plan Statistics for KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
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 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
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: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
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	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$116,651
Expenses. Total of all expenses incurred	2014-12-31	$48,261
Benefits paid (including direct rollovers)	2014-12-31	$48,055
Total plan assets at end of year	2014-12-31	$2,445,064
Total plan assets at beginning of year	2014-12-31	$2,376,674
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Assets. Value of tangible personal property	2014-12-31	$4,000
Total contributions received or receivable from participants	2014-12-31	$157
Expenses. Other expenses not covered elsewhere	2014-12-31	$206
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,798
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$68,390
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,445,064
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,376,674
Total contributions received or receivable from employer(s)	2014-12-31	$15,696
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$394,324
Expenses. Total of all expenses incurred	2013-12-31	$26
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,376,674
Total plan assets at beginning of year	2013-12-31	$1,982,376
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Assets. Value of tangible personal property	2013-12-31	$3,900
Total contributions received or receivable from participants	2013-12-31	$36,146
Expenses. Other expenses not covered elsewhere	2013-12-31	$26
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$339,507
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$394,298
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,376,674
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,982,376
Total contributions received or receivable from employer(s)	2013-12-31	$18,671
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	$0
2012 : KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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	$200,978
Expenses. Total of all expenses incurred	2012-12-31	$26
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,982,375
Total plan assets at beginning of year	2012-12-31	$1,781,423
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Assets. Value of tangible personal property	2012-12-31	$3,800
Total contributions received or receivable from participants	2012-12-31	$47,342
Expenses. Other expenses not covered elsewhere	2012-12-31	$26
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$124,351
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$200,952
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,982,375
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,781,423
Total contributions received or receivable from employer(s)	2012-12-31	$29,285
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	$0
2011 : KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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	$114,295
Expenses. Total of all expenses incurred	2011-12-31	$12
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,781,423
Total plan assets at beginning of year	2011-12-31	$1,667,140
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Assets. Value of tangible personal property	2011-12-31	$3,766
Total contributions received or receivable from participants	2011-12-31	$47,705
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$1,563
Other income received	2011-12-31	$-9,646
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$114,283
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,781,423
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,667,140
Total contributions received or receivable from employer(s)	2011-12-31	$74,673
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	$12
2010 : KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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	$185,452
Expenses. Total of all expenses incurred	2010-12-31	$12
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,667,140
Total plan assets at beginning of year	2010-12-31	$1,481,700
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Assets. Value of tangible personal property	2010-12-31	$3,766
Total contributions received or receivable from participants	2010-12-31	$799
Expenses. Other expenses not covered elsewhere	2010-12-31	$12
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$78,385
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$185,440
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,667,140
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,481,700
Total contributions received or receivable from employer(s)	2010-12-31	$106,268
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	$0

Form 5500 Responses for KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

2014: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN 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: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING 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: KIM S. GEE, D.D.S., M.S., INC. 401(K) PROFIT SHARING 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:	KIM S. GEE, D.D.S., M.S., INC.
Employer identification number (EIN):	760049210
NAIC Classification:	621210
NAIC Description:	Offices of Dentists