| Plan Name | JAMES R TAGUE PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R TAGUE, DDS |
| Employer identification number (EIN): | 161444451 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2014-01-01 | JAMES R. TAGUE | 2015-10-15 | ||
| 003 | 2013-01-01 | JAMES R. TAGUE | 2014-07-31 | ||
| 003 | 2012-01-01 | JAMES R TAGUE | JAMES R TAGUE | 2013-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2012 : JAMES R TAGUE PROFIT SHARING PLAN 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 | $120,492 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $102,965 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $102,965 |
| Total plan assets at end of year | 2012-12-31 | $1,071,079 |
| Total plan assets at beginning of year | 2012-12-31 | $1,053,552 |
| Other income received | 2012-12-31 | $48,177 |
| Net income (gross income less expenses) | 2012-12-31 | $17,527 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,071,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,053,552 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $72,315 |
| 2012: JAMES R TAGUE 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 |