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JAMES M. HARDY, DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES M. HARDY, DDS PROFIT SHARING PLAN
Plan identification number 001

JAMES M. HARDY, DDS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMES M. HARDY, DDS has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. HARDY, DDS
Employer identification number (EIN):203902051
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. HARDY, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES M HARDY2024-05-09
0012022-01-01JAMES M HARDY2023-07-23
0012021-01-01JAMES M HARDY2022-05-12
0012020-01-01JAMES M HARDY2021-05-18
0012019-01-01JAMES M HARDY2020-06-28
0012018-01-01JAMES M HARDY2019-06-02
0012017-01-01JAMES M HARDY2018-07-20
0012016-01-01JAMES M HARDY2017-07-21
0012015-01-01JAMES M HARDY2016-07-24
0012014-01-01JAMES M. HARDY2015-03-29 JAMES M. HARDY2015-03-29
0012013-01-01JAMES HARDY2014-07-31 JAMES HARDY2014-07-31
0012012-01-01JAMES M HARDY DDS2013-03-29 JAMES M HARDY DDS2013-03-29
0012011-01-01JAMES M. HARDY DDS2012-07-20 JAMES M. HARDY DDS2012-07-20
0012010-01-01JAMES M HARDY DDS2011-09-16 JAMES M HARDY DDS2011-09-16

Financial Data on JAMES M. HARDY, DDS PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES M. HARDY, DDS PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-31158154
Net assets as of the end of the plan year2025-07-31747336
Total assets as of the beginning of the plan year2025-07-31785149
Value of plan covered by a fidelity bond2025-07-310
Participant contributions to plan in this plan year2025-07-3117662
Value of participant loans at end of plan year2025-07-310
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3195058
Plan net income in this plan year2025-07-31-37813
Net assets as of the end of the plan year2025-07-31747336
Net assets as of the beginning of the plan year2025-07-31785149
Employer contributions to plan in this plan year2025-07-317621
Fees paid to broker by Benefit Provider2025-07-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3172
2024 : JAMES M. HARDY, DDS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-090
Total liabilities as of the end of the plan year2024-05-090
Total liabilities as of the beginning of the plan year2024-05-090
Total expenses incurred by plan in this plan year2024-05-0972
Net assets as of the end of the plan year2024-05-09785149
Total assets as of the beginning of the plan year2024-05-09626782
Participant contributions to plan in this plan year2024-05-0930617
Other expenses paid from plan in this plan year2024-05-090
Other contributions to plan in this plan year2024-05-090
Other income to plan in this plan year2024-05-09118238
Plan net income in this plan year2024-05-09158367
Net assets as of the end of the plan year2024-05-09785149
Net assets as of the beginning of the plan year2024-05-09626782
Employer contributions to plan in this plan year2024-05-099584
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0972
2022 : JAMES M. HARDY, DDS PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-1284
Net assets as of the end of the plan year2022-05-12801294
Total assets as of the beginning of the plan year2022-05-12675067
Value of plan covered by a fidelity bond2022-05-120
Participant contributions to plan in this plan year2022-05-1220373
Value of participant loans at end of plan year2022-05-120
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-1297927
Plan net income in this plan year2022-05-12126227
Net assets as of the end of the plan year2022-05-12801294
Net assets as of the beginning of the plan year2022-05-12675067
Employer contributions to plan in this plan year2022-05-128011
Fees paid to broker by Benefit Provider2022-05-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1284

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