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Plan Name | JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOHN L. SINCLAIR, JR. DDS, PC |
Employer identification number (EIN): | 382413416 |
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 |
---|---|---|---|---|---|
002 | 2015-07-01 | JOHN L. SINCLAIR, JR., DDS |
Measure | Date | Value |
---|---|---|
2015: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 5 |
Number of participants with account balances | 2015-07-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total income from all sources | 2016-06-30 | $174,990 |
Expenses. Total of all expenses incurred | 2016-06-30 | $10,051 |
Benefits paid (including direct rollovers) | 2016-06-30 | $10,051 |
Total plan assets at end of year | 2016-06-30 | $784,782 |
Total plan assets at beginning of year | 2016-06-30 | $619,843 |
Value of fidelity bond covering the plan | 2016-06-30 | $50,000 |
Other income received | 2016-06-30 | $156,340 |
Net income (gross income less expenses) | 2016-06-30 | $164,939 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $784,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $619,843 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $18,650 |
2015: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |