JAMES D HERTER DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES D HERTER DDS PC 401K PLAN
Measure | Date | Value |
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2016: JAMES D HERTER DDS PC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JAMES D HERTER DDS PC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JAMES D HERTER DDS PC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JAMES D HERTER DDS PC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAMES D HERTER DDS PC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAMES D HERTER DDS PC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JAMES D HERTER DDS PC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2016 : JAMES D HERTER DDS PC 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $339 |
Expenses. Total of all expenses incurred | 2016-12-31 | $194,215 |
Benefits paid (including direct rollovers) | 2016-12-31 | $194,215 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $193,876 |
Other income received | 2016-12-31 | $339 |
Net income (gross income less expenses) | 2016-12-31 | $-193,876 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $193,876 |
2015 : JAMES D HERTER DDS PC 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $24,837 |
Total plan assets at end of year | 2015-12-31 | $193,876 |
Total plan assets at beginning of year | 2015-12-31 | $169,039 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
Other income received | 2015-12-31 | $57 |
Net income (gross income less expenses) | 2015-12-31 | $24,837 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $193,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $169,039 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $780 |
2014 : JAMES D HERTER DDS PC 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $24,023 |
Total plan assets at end of year | 2014-12-31 | $169,039 |
Total plan assets at beginning of year | 2014-12-31 | $145,016 |
Value of fidelity bond covering the plan | 2014-12-31 | $17,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
Other income received | 2014-12-31 | $273 |
Net income (gross income less expenses) | 2014-12-31 | $24,023 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $169,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $145,016 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $750 |
2013 : JAMES D HERTER DDS PC 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $19,109 |
Expenses. Total of all expenses incurred | 2013-12-31 | $24 |
Total plan assets at end of year | 2013-12-31 | $145,016 |
Total plan assets at beginning of year | 2013-12-31 | $125,931 |
Value of fidelity bond covering the plan | 2013-12-31 | $15,000 |
Total contributions received or receivable from participants | 2013-12-31 | $17,500 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $24 |
Other income received | 2013-12-31 | $1,009 |
Net income (gross income less expenses) | 2013-12-31 | $19,085 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $145,016 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $125,931 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $600 |
2012 : JAMES D HERTER DDS PC 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $18,172 |
Expenses. Total of all expenses incurred | 2012-12-31 | $24 |
Total plan assets at end of year | 2012-12-31 | $125,931 |
Total plan assets at beginning of year | 2012-12-31 | $107,783 |
Value of fidelity bond covering the plan | 2012-12-31 | $13,000 |
Total contributions received or receivable from participants | 2012-12-31 | $17,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $24 |
Other income received | 2012-12-31 | $572 |
Net income (gross income less expenses) | 2012-12-31 | $18,148 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $125,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $107,783 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $600 |
2011 : JAMES D HERTER DDS PC 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $16,909 |
Expenses. Total of all expenses incurred | 2011-12-31 | $24 |
Total plan assets at end of year | 2011-12-31 | $107,783 |
Total plan assets at beginning of year | 2011-12-31 | $90,898 |
Value of fidelity bond covering the plan | 2011-12-31 | $11,000 |
Total contributions received or receivable from participants | 2011-12-31 | $16,500 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $24 |
Other income received | 2011-12-31 | $-191 |
Net income (gross income less expenses) | 2011-12-31 | $16,885 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $107,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $90,898 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $600 |
2010 : JAMES D HERTER DDS PC 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $17,379 |
Expenses. Total of all expenses incurred | 2010-12-31 | $24 |
Total plan assets at end of year | 2010-12-31 | $90,898 |
Total plan assets at beginning of year | 2010-12-31 | $73,543 |
Value of fidelity bond covering the plan | 2010-12-31 | $9,500 |
Total contributions received or receivable from participants | 2010-12-31 | $16,500 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $24 |
Other income received | 2010-12-31 | $279 |
Net income (gross income less expenses) | 2010-12-31 | $17,355 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $90,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $73,543 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $600 |
2016: JAMES D HERTER DDS PC 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAMES D HERTER DDS PC 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAMES D HERTER DDS PC 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAMES D HERTER DDS PC 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JAMES D HERTER DDS PC 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JAMES D HERTER DDS PC 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JAMES D HERTER DDS PC 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |