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JAMES W LOGEMAN DDS MS INC 401-K PLAN 401k Plan overview

Plan NameJAMES W LOGEMAN DDS MS INC 401-K PLAN
Plan identification number 001

JAMES W LOGEMAN DDS MS INC 401-K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

JAMES W. LOGEMAN, DDS, MS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES W. LOGEMAN, DDS, MS, INC.
Employer identification number (EIN):311378701
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES W LOGEMAN DDS MS INC 401-K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES LOGEMAN JAMES LOGEMAN2019-01-28
0012017-01-01JAMES LOGEMAN JAMES LOGEMAN2018-02-12
0012016-01-01JAMES LOGEMAN JAMES LOGEMAN2017-03-02
0012015-01-01JAMES LOGEMAN JAMES LOGEMAN2016-06-21
0012014-01-01JAMES LOGEMAN JAMES LOGEMAN2015-06-30
0012013-01-01JAMES LOGEMAN JAMES LOGEMAN2014-02-19
0012012-01-01JAMES LOGEMAN JAMES LOGEMAN2013-05-22
0012011-01-011660JAMES LOGEMAN2012-06-15 JAMES LOGEMAN2012-06-15
0012010-01-01JAMES LOGEMAN2011-07-06 JAMES LOGEMAN2011-07-06

Plan Statistics for JAMES W LOGEMAN DDS MS INC 401-K PLAN

401k plan membership statisitcs for JAMES W LOGEMAN DDS MS INC 401-K PLAN

Measure Date Value
2022: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0112
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
2021: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0112
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
2020: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0111
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
2019: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0111
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
2018: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0111
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
2017: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0111
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
2016: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0111
Total participants2016-01-0111
Number of participants with account balances2016-01-0111
2015: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-019
Total participants2015-01-019
Number of participants with account balances2015-01-019
2014: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-019
Total participants2013-01-019
Number of participants with account balances2013-01-019
2012: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019

Financial Data on JAMES W LOGEMAN DDS MS INC 401-K PLAN

Measure Date Value
2022 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-166,267
Total plan assets at end of year2022-12-31$1,301,793
Total plan assets at beginning of year2022-12-31$1,468,060
Value of fidelity bond covering the plan2022-12-31$160,000
Total contributions received or receivable from participants2022-12-31$59,666
Other income received2022-12-31$-246,076
Net income (gross income less expenses)2022-12-31$-166,267
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,301,793
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,468,060
Total contributions received or receivable from employer(s)2022-12-31$20,143
2021 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2021 401k financial data
Total income from all sources2021-12-31$206,003
Expenses. Total of all expenses incurred2021-12-31$250,025
Benefits paid (including direct rollovers)2021-12-31$250,000
Total plan assets at end of year2021-12-31$1,468,060
Total plan assets at beginning of year2021-12-31$1,512,082
Value of fidelity bond covering the plan2021-12-31$160,000
Total contributions received or receivable from participants2021-12-31$59,685
Expenses. Other expenses not covered elsewhere2021-12-31$25
Other income received2021-12-31$129,682
Net income (gross income less expenses)2021-12-31$-44,022
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,468,060
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,512,082
Total contributions received or receivable from employer(s)2021-12-31$16,636
2020 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2020 401k financial data
Total income from all sources2020-12-31$221,178
Total plan assets at end of year2020-12-31$1,512,082
Total plan assets at beginning of year2020-12-31$1,290,904
Value of fidelity bond covering the plan2020-12-31$160,000
Total contributions received or receivable from participants2020-12-31$43,121
Other income received2020-12-31$161,421
Net income (gross income less expenses)2020-12-31$221,178
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,512,082
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,290,904
Total contributions received or receivable from employer(s)2020-12-31$16,636
2019 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2019 401k financial data
Total income from all sources2019-12-31$220,588
Expenses. Total of all expenses incurred2019-12-31$578
Benefits paid (including direct rollovers)2019-12-31$578
Total plan assets at end of year2019-12-31$1,290,904
Total plan assets at beginning of year2019-12-31$1,070,894
Value of fidelity bond covering the plan2019-12-31$130,000
Total contributions received or receivable from participants2019-12-31$32,707
Other income received2019-12-31$171,676
Net income (gross income less expenses)2019-12-31$220,010
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,290,904
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,070,894
Total contributions received or receivable from employer(s)2019-12-31$16,205
2018 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-18,367
Expenses. Total of all expenses incurred2018-12-31$55,659
Benefits paid (including direct rollovers)2018-12-31$55,659
Total plan assets at end of year2018-12-31$1,070,894
Total plan assets at beginning of year2018-12-31$1,144,920
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$32,502
Other income received2018-12-31$-66,726
Net income (gross income less expenses)2018-12-31$-74,026
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,070,894
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,144,920
Total contributions received or receivable from employer(s)2018-12-31$15,857
2017 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2017 401k financial data
Total income from all sources2017-12-31$166,008
Expenses. Total of all expenses incurred2017-12-31$836
Benefits paid (including direct rollovers)2017-12-31$836
Total plan assets at end of year2017-12-31$1,144,920
Total plan assets at beginning of year2017-12-31$979,748
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$31,854
Other income received2017-12-31$118,163
Net income (gross income less expenses)2017-12-31$165,172
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,144,920
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$979,748
Total contributions received or receivable from employer(s)2017-12-31$15,991
2016 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2016 401k financial data
Total income from all sources2016-12-31$92,610
Total plan assets at end of year2016-12-31$979,748
Total plan assets at beginning of year2016-12-31$887,138
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$31,603
Other income received2016-12-31$45,334
Net income (gross income less expenses)2016-12-31$92,610
Net plan assets at end of year (total assets less liabilities)2016-12-31$979,748
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$887,138
Total contributions received or receivable from employer(s)2016-12-31$15,673
2015 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2015 401k financial data
Total income from all sources2015-12-31$35,806
Expenses. Total of all expenses incurred2015-12-31$12,478
Benefits paid (including direct rollovers)2015-12-31$12,478
Total plan assets at end of year2015-12-31$887,138
Total plan assets at beginning of year2015-12-31$863,810
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$39,116
Other income received2015-12-31$-18,098
Net income (gross income less expenses)2015-12-31$23,328
Net plan assets at end of year (total assets less liabilities)2015-12-31$887,138
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$863,810
Total contributions received or receivable from employer(s)2015-12-31$14,788
2014 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2014 401k financial data
Total income from all sources2014-12-31$67,420
Total plan assets at end of year2014-12-31$863,808
Total plan assets at beginning of year2014-12-31$796,388
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$22,625
Other income received2014-12-31$29,377
Net income (gross income less expenses)2014-12-31$67,420
Net plan assets at end of year (total assets less liabilities)2014-12-31$863,808
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$796,388
Total contributions received or receivable from employer(s)2014-12-31$15,418
2013 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2013 401k financial data
Total income from all sources2013-12-31$151,516
Expenses. Total of all expenses incurred2013-12-31$40,948
Benefits paid (including direct rollovers)2013-12-31$40,948
Total plan assets at end of year2013-12-31$796,388
Total plan assets at beginning of year2013-12-31$685,820
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$46,125
Other income received2013-12-31$90,685
Net income (gross income less expenses)2013-12-31$110,568
Net plan assets at end of year (total assets less liabilities)2013-12-31$796,388
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$685,820
Total contributions received or receivable from employer(s)2013-12-31$14,706
2012 : JAMES W LOGEMAN DDS MS INC 401-K PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,599
Expenses. Total of all expenses incurred2012-12-31$41,919
Benefits paid (including direct rollovers)2012-12-31$41,919
Total plan assets at end of year2012-12-31$685,820
Total plan assets at beginning of year2012-12-31$600,140
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$36,536
Other income received2012-12-31$76,927
Net income (gross income less expenses)2012-12-31$85,680
Net plan assets at end of year (total assets less liabilities)2012-12-31$685,820
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$600,140
Total contributions received or receivable from employer(s)2012-12-31$14,136

Form 5500 Responses for JAMES W LOGEMAN DDS MS INC 401-K PLAN

2022: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES W LOGEMAN DDS MS INC 401-K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES W LOGEMAN DDS MS INC 401-K 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 W LOGEMAN DDS MS INC 401-K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106417
Policy instance 1
Insurance contract or identification number106417
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?6
Insurance broker name

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