J PATRICK WARD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J PATRICK WARD DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : J PATRICK WARD DDS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-01-17 | -146506 |
| Total expenses incurred by plan in this plan year | 2024-01-17 | 2020753 |
| Net assets as of the end of the plan year | 2024-01-17 | 0 |
| Total assets as of the beginning of the plan year | 2024-01-17 | 2021156 |
| Value of plan covered by a fidelity bond | 2024-01-17 | 300000 |
| Participant contributions to plan in this plan year | 2024-01-17 | 33626 |
| Other contributions to plan in this plan year | 2024-01-17 | 110378 |
| Plan net income in this plan year | 2024-01-17 | -1874650 |
| Net assets as of the end of the plan year | 2024-01-17 | 0 |
| Net assets as of the beginning of the plan year | 2024-01-17 | 2021156 |
| Employer contributions to plan in this plan year | 2024-01-17 | 2099 |
| 2014 : J PATRICK WARD DDS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $77,127 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,617,753 |
| Total plan assets at beginning of year | 2014-12-31 | $1,540,626 |
| Total contributions received or receivable from participants | 2014-12-31 | $27,471 |
| Other income received | 2014-12-31 | $46,079 |
| Net income (gross income less expenses) | 2014-12-31 | $77,127 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,617,753 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,540,626 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,577 |
| 2013 : J PATRICK WARD DDS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $273,882 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,540,626 |
| Total plan assets at beginning of year | 2013-12-31 | $1,266,744 |
| Total contributions received or receivable from participants | 2013-12-31 | $27,542 |
| Other income received | 2013-12-31 | $235,911 |
| Net income (gross income less expenses) | 2013-12-31 | $273,882 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,540,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,266,744 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $10,429 |
| 2011 : J PATRICK WARD DDS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-6,536 |
| Total plan assets at end of year | 2011-12-31 | $1,111,142 |
| Total plan assets at beginning of year | 2011-12-31 | $1,117,678 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,419 |
| Other income received | 2011-12-31 | $-40,690 |
| Net income (gross income less expenses) | 2011-12-31 | $-6,536 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,111,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,117,678 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,735 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : J PATRICK WARD DDS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $160,992 |
| Total plan assets at end of year | 2010-12-31 | $1,117,678 |
| Total plan assets at beginning of year | 2010-12-31 | $956,686 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,513 |
| Other income received | 2010-12-31 | $120,150 |
| Net income (gross income less expenses) | 2010-12-31 | $160,992 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,117,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $956,686 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,329 |
| 2014: J PATRICK WARD DDS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J PATRICK WARD DDS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J PATRICK WARD DDS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J PATRICK WARD DDS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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