401k Plan data: CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN plan

CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN 401k Plan overview

Plan Name	CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN
Plan identification number	001

CREED ROWAN, D. M. D. , INC. , 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
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.
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

ROWAN DENTAL PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: ROWAN DENTAL PARTNERSHIP

Employer identification number (EIN): 814675591

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 SPENCER ROWAN 2021-10-09
001 2019-01-01 SPENCER ROWAN 2020-10-13
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	SPENCER ROWAN	2021-10-09
001	2019-01-01	SPENCER ROWAN	2020-10-13
001	2017-01-01

Plan Statistics for CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN

401k plan membership statisitcs for CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN

Measure Date Value
2017: CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2017: CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN

Measure	Date	Value
2017 : CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$261,423
Expenses. Total of all expenses incurred	2017-12-31	$82,402
Benefits paid (including direct rollovers)	2017-12-31	$72,365
Total plan assets at end of year	2017-12-31	$1,673,713
Total plan assets at beginning of year	2017-12-31	$1,494,692
Value of fidelity bond covering the plan	2017-12-31	$175,000
Total contributions received or receivable from participants	2017-12-31	$78,502
Other income received	2017-12-31	$133,320
Net income (gross income less expenses)	2017-12-31	$179,021
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,673,713
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,494,692
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$2,263
Total contributions received or receivable from employer(s)	2017-12-31	$49,601
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN

2017: CREED ROWAN, D. M. D. , INC. , PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROWAN DENTAL PARTNERSHIP
Employer identification number (EIN):	814675591
NAIC Classification:	621210
NAIC Description:	Offices of Dentists