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JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN
Plan identification number 002

JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

JAMES D. HALDEMAN, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. HALDEMAN, DDS, INC.
Employer identification number (EIN):311434822
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01JAMES HALDEMAN
0022016-01-01JAMES HALDEMAN
0022015-01-01JAMES HALDEMAN
0022014-01-01JAMES HALDEMAN
0022013-01-01JAMES HALDEMAN
0022012-01-01JAMES HALDEMAN JAMES HALDEMAN2013-10-14
0022011-01-01JAMES HALDEMAN

Financial Data on JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$5
Expenses. Total of all expenses incurred2018-12-31$86,757
Benefits paid (including direct rollovers)2018-12-31$86,757
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$86,752
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$5
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-86,752
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$86,752
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-834
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$86,752
Total plan assets at beginning of year2017-12-31$87,586
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-834
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-834
Net plan assets at end of year (total assets less liabilities)2017-12-31$86,752
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$87,586
Assets. Value of participant loans2017-12-31$5,488
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-12,708
Expenses. Total of all expenses incurred2016-12-31$62,000
Benefits paid (including direct rollovers)2016-12-31$62,000
Total plan assets at end of year2016-12-31$87,586
Total plan assets at beginning of year2016-12-31$162,294
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-12,708
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-74,708
Net plan assets at end of year (total assets less liabilities)2016-12-31$87,586
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$162,294
Assets. Value of participant loans2016-12-31$5,048
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$138,747
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$162,294
Total plan assets at beginning of year2015-12-31$23,547
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$138,747
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$138,747
Net plan assets at end of year (total assets less liabilities)2015-12-31$162,294
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$23,547
Assets. Value of participant loans2015-12-31$5,428
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-226
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$23,547
Total plan assets at beginning of year2014-12-31$23,773
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-226
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-226
Net plan assets at end of year (total assets less liabilities)2014-12-31$23,547
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,773
Assets. Value of participant loans2014-12-31$9,590
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,367
Expenses. Total of all expenses incurred2013-12-31$17,663
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$23,773
Total plan assets at beginning of year2013-12-31$40,069
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$17,663
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-16,296
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,773
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$40,069
Assets. Value of participant loans2013-12-31$13,301
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,367
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$1,750
Total income from all sources2012-12-31$1,831
Expenses. Total of all expenses incurred2012-12-31$2,968
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$40,069
Total plan assets at beginning of year2012-12-31$42,956
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$2,968
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$14
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-1,137
Net plan assets at end of year (total assets less liabilities)2012-12-31$40,069
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$41,206
Assets. Value of participant loans2012-12-31$16,854
Assets. Value of assets in partnership/joint-venture interests2012-12-31$3,564
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$1,272
Total contributions received or receivable from employer(s)2012-12-31$1,817
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$1,750
Total plan liabilities at beginning of year2011-12-31$5,885
Total income from all sources2011-12-31$-452,363
Expenses. Total of all expenses incurred2011-12-31$9,490
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$42,956
Total plan assets at beginning of year2011-12-31$508,944
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$3,870
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-454,186
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-461,853
Net plan assets at end of year (total assets less liabilities)2011-12-31$41,206
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$503,059
Assets. Value of participant loans2011-12-31$22,796
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,700
Total contributions received or receivable from employer(s)2011-12-31$1,823
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,620
2010 : JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$4,625
Total plan liabilities at beginning of year2010-12-31$2,500
Total income from all sources2010-12-31$53,470
Expenses. Total of all expenses incurred2010-12-31$26,188
Benefits paid (including direct rollovers)2010-12-31$15,323
Total plan assets at end of year2010-12-31$511,622
Total plan assets at beginning of year2010-12-31$482,215
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$5,107
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$51,647
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$27,282
Net plan assets at end of year (total assets less liabilities)2010-12-31$506,997
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$479,715
Assets. Value of participant loans2010-12-31$42,302
Assets. Value of assets in partnership/joint-venture interests2010-12-31$10,593
Total contributions received or receivable from employer(s)2010-12-31$1,823
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,758

Form 5500 Responses for JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN

2018: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES D. HALDEMAN, DDS, INC. PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract numberWMH0147800
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract numberWMH0147800
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract numberWMH0147800
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract numberWMH0147800
Policy instance 1

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