401k Plan data: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST plan

PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST
Plan identification number	001

PRESCOTT ORTHODONTICS 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
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.
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

FREDERICK A. FENDERSON, D.D.S., M.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: FREDERICK A. FENDERSON, D.D.S., M.S., P.C.

Employer identification number (EIN): 943394614

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 FREDERICK A. FENDERSON, D.D.S
001 2015-01-01 FREDERICK A. FENDERSON, D.D.S
001 2014-01-01 FREDERICK A. FENDERSON, D.D.S
001 2013-01-01 FREDERICK A. FENDERSON, D.D.S
001 2012-01-01 FREDERICK A. FENDERSON, D.D.S.
001 2011-01-01 FREDERICK A. FENDERSON, D.D.S.
001 2009-01-01 FREDERICK A. FENDERSON, D.D.S. FREDERICK A. FENDERSON, D.D.S. 2010-08-24

Plan Statistics for PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2017: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
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 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 3
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
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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 10
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
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	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	3
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
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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	10
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$189,465
Expenses. Total of all expenses incurred	2017-12-31	$8,825
Benefits paid (including direct rollovers)	2017-12-31	$1,694
Total plan assets at end of year	2017-12-31	$1,203,515
Total plan assets at beginning of year	2017-12-31	$1,022,875
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$37,848
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$110,449
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$180,640
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,203,515
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,022,875
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	$3,156
Total contributions received or receivable from employer(s)	2017-12-31	$41,168
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,131
2016 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$158,013
Expenses. Total of all expenses incurred	2016-12-31	$27,669
Benefits paid (including direct rollovers)	2016-12-31	$19,387
Total plan assets at end of year	2016-12-31	$1,022,875
Total plan assets at beginning of year	2016-12-31	$892,531
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$37,522
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$78,369
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$130,344
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,022,875
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$892,531
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$217
Total contributions received or receivable from employer(s)	2016-12-31	$42,122
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,282
2015 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$47,447
Expenses. Total of all expenses incurred	2015-12-31	$33,771
Benefits paid (including direct rollovers)	2015-12-31	$24,339
Total plan assets at end of year	2015-12-31	$892,531
Total plan assets at beginning of year	2015-12-31	$878,855
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$37,815
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-33,552
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$13,676
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$892,531
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$878,855
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$4,925
Total contributions received or receivable from employer(s)	2015-12-31	$43,184
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2014 401k financial data
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	$111,058
Expenses. Total of all expenses incurred	2014-12-31	$13,505
Benefits paid (including direct rollovers)	2014-12-31	$5,394
Total plan assets at end of year	2014-12-31	$878,855
Total plan assets at beginning of year	2014-12-31	$781,302
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$37,668
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,114
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$97,553
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$878,855
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$781,302
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$17,640
Total contributions received or receivable from employer(s)	2014-12-31	$45,276
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	$8,111
2013 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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	$161,308
Expenses. Total of all expenses incurred	2013-12-31	$6,613
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$781,302
Total plan assets at beginning of year	2013-12-31	$626,607
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$37,858
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	$78,956
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$154,695
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$781,302
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$626,607
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$21,451
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	2013-12-31	$1,591
Total contributions received or receivable from employer(s)	2013-12-31	$44,494
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	$6,613
2012 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2012 401k financial data
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	$131,924
Expenses. Total of all expenses incurred	2012-12-31	$9,764
Benefits paid (including direct rollovers)	2012-12-31	$4,533
Total plan assets at end of year	2012-12-31	$626,607
Total plan assets at beginning of year	2012-12-31	$504,447
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$36,523
Other income received	2012-12-31	$56,006
Net income (gross income less expenses)	2012-12-31	$122,160
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$626,607
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$504,447
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$22,053
Total contributions received or receivable from employer(s)	2012-12-31	$39,395
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2011 401k financial data
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	$78,894
Expenses. Total of all expenses incurred	2011-12-31	$11,594
Benefits paid (including direct rollovers)	2011-12-31	$7,278
Total plan assets at end of year	2011-12-31	$504,447
Total plan assets at beginning of year	2011-12-31	$437,147
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$35,425
Other income received	2011-12-31	$2,999
Net income (gross income less expenses)	2011-12-31	$67,300
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$504,447
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$437,147
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$21,763
Total contributions received or receivable from employer(s)	2011-12-31	$40,470
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PRESCOTT ORTHODONTICS 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	$118,751
Expenses. Total of all expenses incurred	2010-12-31	$5,666
Benefits paid (including direct rollovers)	2010-12-31	$2,388
Total plan assets at end of year	2010-12-31	$437,147
Total plan assets at beginning of year	2010-12-31	$324,062
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$37,757
Other income received	2010-12-31	$36,814
Net income (gross income less expenses)	2010-12-31	$113,085
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$437,147
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$324,062
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$21,415
Total contributions received or receivable from employer(s)	2010-12-31	$44,180
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST

2017: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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
2016: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PRESCOTT ORTHODONTICS 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: PRESCOTT ORTHODONTICS 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: PRESCOTT ORTHODONTICS 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: PRESCOTT ORTHODONTICS 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: PRESCOTT ORTHODONTICS RETIREMENT PLAN & TRUST 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:	FREDERICK A. FENDERSON, D.D.S., M.S., P.C.
Employer identification number (EIN):	943394614
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	FREDERICK A. FENDERSON, D.D.S
001	2015-01-01	FREDERICK A. FENDERSON, D.D.S
001	2014-01-01	FREDERICK A. FENDERSON, D.D.S
001	2013-01-01	FREDERICK A. FENDERSON, D.D.S
001	2012-01-01	FREDERICK A. FENDERSON, D.D.S.
001	2011-01-01	FREDERICK A. FENDERSON, D.D.S.
001	2009-01-01	FREDERICK A. FENDERSON, D.D.S.	FREDERICK A. FENDERSON, D.D.S.	2010-08-24