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| Plan Name | JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES E. SIMPSON, D.M.D. |
| Employer identification number (EIN): | 371162649 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | JAMES E. SIMPSON, D.M.D. | 2016-05-26 | ||
| 001 | 2014-01-01 | JAMES E. SIMPSON, D.M.D. | 2015-10-15 | ||
| 001 | 2013-01-01 | JAMES E. SIMPSON, D.M.D. | 2014-08-19 | ||
| 001 | 2012-01-01 | JAMES E. SIMPSON, D.M.D. | 2013-10-07 | ||
| 001 | 2011-01-01 | JAMES E. SIMPSON, D.M.D. | 2012-08-28 | ||
| 001 | 2010-01-01 | JAMES E. SIMPSON, D.M.D. | |||
| 001 | 2009-01-01 | JAMES E. SIMPSON, D.M.D. |
| Measure | Date | Value |
|---|---|---|
| 2010: JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2010 : JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $11,163 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $656 |
| Total plan assets at end of year | 2010-12-31 | $44,960 |
| Total plan assets at beginning of year | 2010-12-31 | $34,453 |
| Value of fidelity bond covering the plan | 2010-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $1,697 |
| Other income received | 2010-12-31 | $3,435 |
| Net income (gross income less expenses) | 2010-12-31 | $10,507 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $44,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,453 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,031 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $656 |
| 2010: JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E. SIMPSON, D.M.D. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||
| Policy contract number | GP 76185 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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