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   Basic Info (Short Form)

Company:
Marshall C. Fields, Dmd

Plan:
Marshall C. Fields, Dmd Retirement Plan
 
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2013 — 12/31/2013
Effective Date of Plan 09/01/2003
Net Assets as of 12/31/2013 $779,061
Plan Number 1
Plan Type Single Employer
Did the plan file for an extension of time or the DFVC Program? Yes

Participant Information as of 12/31/2013
Total 5
Total number of participants as of 01/01/2013 6
Number of participants with account balances 5

Financial Information as of 12/31/2013
Total Assets (EOY) $779,061
Total Liabilities (EOY) $0
Net Assets (EOY) $779,061
Financial Information as of 01/01/2013
Total Assets (BOY) $593,260
Total Liabilities (BOY) $0
Net Assets (BOY) $593,260
Income
Cash from Employers $16,533
Cash from Participants $25,600
Others (including rollovers) $0
Other Income $144,415
Total Income $186,548
Net Income $185,801
Expenses
Total Benefit Payments $747
Corrective Distributions $0
Administrative Service Providers $0
Other Expenses $0
Total Expenses $747
Total Transfers $0
Plan Sponsor Information
Address 1612 Lake Murray Blvd
Columbia, SC 29212 -8623
Telephone (803) 407-6511
EIN 57-0914897
Industry Code 621210
Named Administrator Marshall C Fields, Dmd

Plan Administrator Information
Administrator Name Marshall C. Fields, Dmd
Address 1612 Lake Murray Blvd
Columbia, SC 29212 -8623
Telephone (803) 407-6511
Administrator EIN 57-0914897

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.
2K 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 contributions 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.
2R Brokerage Window Participant-directed brokerage accounts provided as an investment option under the plan.
3D 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.

Question   Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were there any nonexempt transactions with any party-in-interest? No  
3. Was this plan covered by a fidelity bond? Yes $500,000
4. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
5. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
6. Has the plan failed to provide any benefit when due under the plan? No  
7. If this is an individual account plan, was there a blackout period? No  
8. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?