JOHN H. WALLACE, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN
401k plan membership statisitcs for JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN
Measure | Date | Value |
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2017: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
2016: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 6 |
2014: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 6 |
2013: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 6 |
2012: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 6 |
2011: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
2009: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 7 |
Measure | Date | Value |
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2017 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $282,264 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,845,354 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,832,454 |
Total plan assets at beginning of year | 2017-12-31 | $2,563,090 |
Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
Other income received | 2017-12-31 | $230,056 |
Net income (gross income less expenses) | 2017-12-31 | $-2,563,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,563,090 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $52,208 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,900 |
2016 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $310,976 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,277 |
Total plan assets at end of year | 2016-12-31 | $2,563,090 |
Total plan assets at beginning of year | 2016-12-31 | $2,271,391 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Other income received | 2016-12-31 | $251,555 |
Net income (gross income less expenses) | 2016-12-31 | $291,699 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,563,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,271,391 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $59,421 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,277 |
2015 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $58,072 |
Expenses. Total of all expenses incurred | 2015-12-31 | $8,404 |
Total plan assets at end of year | 2015-12-31 | $2,271,391 |
Total plan assets at beginning of year | 2015-12-31 | $2,221,723 |
Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
Other income received | 2015-12-31 | $-4,423 |
Net income (gross income less expenses) | 2015-12-31 | $49,668 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,271,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,221,723 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $62,495 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,404 |
2014 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $241,147 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,777 |
Total plan assets at end of year | 2014-12-31 | $2,221,723 |
Total plan assets at beginning of year | 2014-12-31 | $1,988,353 |
Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
Other income received | 2014-12-31 | $188,939 |
Net income (gross income less expenses) | 2014-12-31 | $233,370 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,221,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,988,353 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $52,208 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,777 |
2013 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $383,414 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,540 |
Total plan assets at end of year | 2013-12-31 | $1,988,353 |
Total plan assets at beginning of year | 2013-12-31 | $1,611,479 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Other income received | 2013-12-31 | $323,475 |
Net income (gross income less expenses) | 2013-12-31 | $376,874 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,988,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,611,479 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $59,939 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,540 |
2012 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $194,355 |
Total plan assets at end of year | 2012-12-31 | $1,611,479 |
Total plan assets at beginning of year | 2012-12-31 | $1,417,124 |
Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
Other income received | 2012-12-31 | $131,176 |
Net income (gross income less expenses) | 2012-12-31 | $194,355 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,611,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,417,124 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $63,179 |
2011 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $79,088 |
Expenses. Total of all expenses incurred | 2011-12-31 | $31,894 |
Benefits paid (including direct rollovers) | 2011-12-31 | $31,894 |
Total plan assets at end of year | 2011-12-31 | $1,417,124 |
Total plan assets at beginning of year | 2011-12-31 | $1,369,930 |
Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
Other income received | 2011-12-31 | $28,578 |
Net income (gross income less expenses) | 2011-12-31 | $47,194 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,417,124 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,369,930 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $50,510 |
2010 : JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $191,166 |
Total plan assets at end of year | 2010-12-31 | $1,369,930 |
Total plan assets at beginning of year | 2010-12-31 | $1,178,764 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Other income received | 2010-12-31 | $143,420 |
Net income (gross income less expenses) | 2010-12-31 | $191,166 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,369,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,178,764 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $47,746 |
2017: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOHN H. WALLACE, D.D.S. PROFIT-SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |