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JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN
Plan identification number 002

JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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. ISETT, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. ISETT, D.D.S., P.C.
Employer identification number (EIN):232068680
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LAURIE WISE2023-09-13
0022021-01-01LAURIE WISE2022-08-08
0022020-01-01LAURIE WISE2021-10-12
0022019-01-01LAURIE WISE2020-02-12
0022018-01-01LAURIE WISE2019-05-21
0022017-01-01JAMES M. ISETT2018-08-07
0022016-01-01JAMES M. ISETT2017-04-18
0022015-01-01JAMES M. ISETT2016-05-24
0022014-01-01JAMES M. ISETT, DDS2015-04-13 JAMES M. ISETT, DDS2015-04-13
0022013-01-01JAMES M. ISETT, DDS JAMES M. ISETT, DDS2014-03-18
0022012-01-01JAMES M. ISETT, DDS JAMES M. ISETT, DDS2013-07-02
0022011-01-01JAMES M. ISETT, DDS JAMES M. ISETT, DDS2012-06-12
0022010-01-01JAMES M. ISETT, DDS JAMES M. ISETT, DDS2011-04-05
0022009-01-01JAMES M. ISETT, DDS

Plan Statistics for JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2013: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2013 : JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,229,106
Expenses. Total of all expenses incurred2013-12-31$148,257
Benefits paid (including direct rollovers)2013-12-31$148,257
Total plan assets at end of year2013-12-31$7,190,195
Total plan assets at beginning of year2013-12-31$6,109,346
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,095,539
Net income (gross income less expenses)2013-12-31$1,080,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,190,195
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,109,346
Total contributions received or receivable from employer(s)2013-12-31$133,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$133,567
Amount contributed by the employer to the plan for this plan year2013-12-31$133,567
2012 : JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$867,522
Expenses. Total of all expenses incurred2012-12-31$128,390
Benefits paid (including direct rollovers)2012-12-31$128,390
Total plan assets at end of year2012-12-31$6,109,346
Total plan assets at beginning of year2012-12-31$5,370,214
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$739,414
Net income (gross income less expenses)2012-12-31$739,132
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,109,346
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,370,214
Total contributions received or receivable from employer(s)2012-12-31$128,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$143,231
Amount contributed by the employer to the plan for this plan year2012-12-31$143,231
2011 : JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-70,137
Expenses. Total of all expenses incurred2011-12-31$137,124
Benefits paid (including direct rollovers)2011-12-31$137,124
Total plan assets at end of year2011-12-31$5,366,253
Total plan assets at beginning of year2011-12-31$5,573,514
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-211,039
Net income (gross income less expenses)2011-12-31$-207,261
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,366,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,573,514
Total contributions received or receivable from employer(s)2011-12-31$140,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$140,902
Minimum employer required contribution for this plan year2011-12-31$140,902
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$818,031
Expenses. Total of all expenses incurred2010-12-31$95,554
Benefits paid (including direct rollovers)2010-12-31$95,554
Total plan assets at end of year2010-12-31$5,573,514
Total plan assets at beginning of year2010-12-31$4,851,037
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$683,764
Net income (gross income less expenses)2010-12-31$722,477
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,573,514
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,851,037
Total contributions received or receivable from employer(s)2010-12-31$134,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$134,267
Minimum employer required contribution for this plan year2010-12-31$134,267
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN

2013: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES M. ISETT, DDS MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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