| Plan Name | JAMES R. MCGILL, D.D.S., P.A. 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES R. MCGILL, D.D.S., P.A. |
| Employer identification number (EIN): | 411335516 |
| 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 | 2022-01-01 | ||||
| 002 | 2021-01-01 | JAMES MCGILL | 2022-02-15 | JAMES MCGILL | 2022-02-15 |
| 002 | 2020-01-01 | JAMES MCGILL | 2021-09-13 | JAMES MCGILL | 2021-09-13 |
| 002 | 2019-01-01 | JAMES MCGILL | 2020-02-19 | JAMES MCGILL | 2020-02-19 |
| 002 | 2018-01-01 | JAMES MCGILL | 2019-03-11 | JAMES MCGILL | 2019-03-11 |
| 002 | 2017-01-01 | JAMES MCGILL | 2018-02-01 | JAMES MCGILL | 2018-02-01 |
| 002 | 2016-10-01 | JAMES MCGILL | 2017-07-13 | JAMES MCGILL | 2017-07-13 |
| 002 | 2015-10-01 | JAMES MCGILL | 2017-01-05 | JAMES MCGILL | 2017-01-05 |
| 002 | 2014-10-01 | JAMES R. MCGILL | 2016-01-19 | JAMES R. MCGILL | 2016-01-19 |
| 002 | 2013-10-01 | JAMES MCGILL | 2015-02-10 | JAMES MCGILL | 2015-02-10 |
| 002 | 2012-10-01 | JAMES R. MCGILL | 2014-04-02 | JAMES R. MCGILL | 2014-04-02 |
| 002 | 2011-10-01 | JAMES MCGILL | 2012-12-26 | JAMES MCGILL | 2012-12-26 |
| 002 | 2010-10-01 | JAMES MCGILL | 2012-01-18 | JAMES MCGILL | 2012-01-18 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES R. MCGILL, D.D.S., P.A. 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-02-15 | 50677 |
| Net assets as of the end of the plan year | 2022-02-15 | 4419236 |
| Total assets as of the beginning of the plan year | 2022-02-15 | 3507264 |
| Value of plan covered by a fidelity bond | 2022-02-15 | 442000 |
| Participant contributions to plan in this plan year | 2022-02-15 | 33900 |
| Other expenses paid from plan in this plan year | 2022-02-15 | 36462 |
| Other income to plan in this plan year | 2022-02-15 | 873468 |
| Plan net income in this plan year | 2022-02-15 | 911972 |
| Net assets as of the end of the plan year | 2022-02-15 | 4419236 |
| Net assets as of the beginning of the plan year | 2022-02-15 | 3507264 |
| Employer contributions to plan in this plan year | 2022-02-15 | 55281 |
| Fees paid to broker by Benefit Provider | 2022-02-15 | 2102 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-15 | 2087 |