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JAMES H. EAKER, DDS, PA 401K PLAN 401k Plan overview

Plan NameJAMES H. EAKER, DDS, PA 401K PLAN
Plan identification number 001

JAMES H. EAKER, DDS, PA 401K 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).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 H. EAKER, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:JAMES H. EAKER, DDS, PA
Employer identification number (EIN):300116085
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES H. EAKER, DDS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01JAMES EAKER2021-07-01
0012019-01-01JAMES H. EAKER, DDS2019-10-01
0012018-01-01JAMES H. EAKER, DDS2019-07-05
0012017-01-01JAMES H. EAKER, DDS2018-05-25
0012016-01-01JAMES H. EAKER, DDS2017-06-23
0012015-01-01JAMES H. EAKER, DDS2016-06-03
0012014-01-01JAMES H. EAKER, DDS2015-10-08
0012013-01-01JIM EAKER
0012012-01-01JAMES EAKER
0012011-01-01JAMES EAKER
0012010-01-01JAMES EAKER
0012009-01-01JAMES H. EAKER

Plan Statistics for JAMES H. EAKER, DDS, PA 401K PLAN

401k plan membership statisitcs for JAMES H. EAKER, DDS, PA 401K PLAN

Measure Date Value
2013: JAMES H. EAKER, DDS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES H. EAKER, DDS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES H. EAKER, DDS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES H. EAKER, DDS, PA 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES H. EAKER, DDS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES H. EAKER, DDS, PA 401K PLAN

Measure Date Value
2013 : JAMES H. EAKER, DDS, PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$109,106
Total plan assets at end of year2013-12-31$1,149,043
Total plan assets at beginning of year2013-12-31$1,039,937
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$42,680
Other income received2013-12-31$51,004
Net income (gross income less expenses)2013-12-31$109,106
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,149,043
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,039,937
Total contributions received or receivable from employer(s)2013-12-31$15,422
2012 : JAMES H. EAKER, DDS, PA 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$147,499
Expenses. Total of all expenses incurred2012-12-31$86,627
Benefits paid (including direct rollovers)2012-12-31$86,627
Total plan assets at end of year2012-12-31$1,039,937
Total plan assets at beginning of year2012-12-31$979,065
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$41,882
Other income received2012-12-31$97,550
Net income (gross income less expenses)2012-12-31$60,872
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,039,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$979,065
Total contributions received or receivable from employer(s)2012-12-31$8,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES H. EAKER, DDS, PA 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$66,418
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$979,065
Total plan assets at beginning of year2011-12-31$912,647
Value of fidelity bond covering the plan2011-12-31$98,000
Total contributions received or receivable from participants2011-12-31$37,494
Other income received2011-12-31$20,195
Net income (gross income less expenses)2011-12-31$66,418
Net plan assets at end of year (total assets less liabilities)2011-12-31$979,065
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$912,647
Total contributions received or receivable from employer(s)2011-12-31$8,729
2010 : JAMES H. EAKER, DDS, PA 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$111,500
Expenses. Total of all expenses incurred2010-12-31$2,458
Benefits paid (including direct rollovers)2010-12-31$2,458
Total plan assets at end of year2010-12-31$912,647
Total plan assets at beginning of year2010-12-31$803,605
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$36,259
Other income received2010-12-31$71,425
Net income (gross income less expenses)2010-12-31$109,042
Net plan assets at end of year (total assets less liabilities)2010-12-31$912,647
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$803,605
Total contributions received or receivable from employer(s)2010-12-31$3,816
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES H. EAKER, DDS, PA 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES H. EAKER, DDS, PA 401K PLAN

2013: JAMES H. EAKER, DDS, PA 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES H. EAKER, DDS, PA 401K 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 H. EAKER, DDS, PA 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 H. EAKER, DDS, PA 401K 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 H. EAKER, DDS, PA 401K 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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