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WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 401k Plan overview

Plan NameWILLIAM J HALL DDS PA RETIREMENT INCOME PLAN
Plan identification number 001

WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM J. HALL D.D.S. P.A has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. HALL D.D.S. P.A
Employer identification number (EIN):522274080
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM HALL2023-08-22 WILLIAM HALL2023-08-22
0012021-01-01WILLIAM HALL2022-06-07 WILLIAM HALL2022-06-07
0012020-01-01WILLIAM J. HALL, DDS2021-09-14
0012019-01-01WILLIAM J. HALL, DDS2020-09-08
0012018-01-01WILLIAM J. HALL, DDS2019-10-07
0012017-01-01WILLIAM J. HALL, DDS
0012016-01-01WILLIAM J. HALL, DDS
0012015-01-01WILLIAM HALL
0012014-01-01WILLIAM HALL
0012013-01-01WILLIAM HALL
0012012-01-01WILLIAM HALL
0012011-01-01WILLIAM HALL
0012009-01-01WILLIAM J HALL

Plan Statistics for WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN

401k plan membership statisitcs for WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN

Measure Date Value
2017: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN

Measure Date Value
2017 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2017 401k financial data
Total income from all sources2017-12-31$37,580
Expenses. Total of all expenses incurred2017-12-31$3,894
Total plan assets at end of year2017-12-31$634,195
Total plan assets at beginning of year2017-12-31$600,509
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$7,746
Expenses. Other expenses not covered elsewhere2017-12-31$3,894
Other income received2017-12-31$29,834
Net income (gross income less expenses)2017-12-31$33,686
Net plan assets at end of year (total assets less liabilities)2017-12-31$634,195
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$600,509
2016 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$66,799
Expenses. Total of all expenses incurred2016-12-31$4,199
Total plan assets at end of year2016-12-31$600,509
Total plan assets at beginning of year2016-12-31$537,909
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$34,868
Assets. Value of loans (other than to participants)2016-12-31$12,020
Other income received2016-12-31$23,022
Net income (gross income less expenses)2016-12-31$62,600
Net plan assets at end of year (total assets less liabilities)2016-12-31$600,509
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$537,909
Total contributions received or receivable from employer(s)2016-12-31$8,909
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,199
2015 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$45,304
Expenses. Total of all expenses incurred2015-12-31$7,341
Total plan assets at end of year2015-12-31$537,909
Total plan assets at beginning of year2015-12-31$499,946
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$38,648
Assets. Value of loans (other than to participants)2015-12-31$19,481
Other income received2015-12-31$-3,725
Net income (gross income less expenses)2015-12-31$37,963
Net plan assets at end of year (total assets less liabilities)2015-12-31$537,909
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$499,946
Total contributions received or receivable from employer(s)2015-12-31$10,381
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,341
2014 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$80,755
Expenses. Total of all expenses incurred2014-12-31$6,869
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$499,946
Total plan assets at beginning of year2014-12-31$426,060
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$38,618
Assets. Value of loans (other than to participants)2014-12-31$25,681
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$24,034
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$73,886
Net plan assets at end of year (total assets less liabilities)2014-12-31$499,946
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$426,060
Total contributions received or receivable from employer(s)2014-12-31$18,103
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,869
2013 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$86,817
Expenses. Total of all expenses incurred2013-12-31$31,293
Benefits paid (including direct rollovers)2013-12-31$23,377
Total plan assets at end of year2013-12-31$426,060
Total plan assets at beginning of year2013-12-31$370,536
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$40,086
Assets. Value of loans (other than to participants)2013-12-31$32,346
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$36,441
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$55,524
Net plan assets at end of year (total assets less liabilities)2013-12-31$426,060
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$370,536
Total contributions received or receivable from employer(s)2013-12-31$10,290
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$27,336
Expenses. Total of all expenses incurred2012-12-31$4,265
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$370,536
Total plan assets at beginning of year2012-12-31$347,465
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$4,328
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,935
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$23,071
Net plan assets at end of year (total assets less liabilities)2012-12-31$370,536
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$347,465
Total contributions received or receivable from employer(s)2012-12-31$11,073
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,265
2011 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$8,340
Expenses. Total of all expenses incurred2011-12-31$36,988
Benefits paid (including direct rollovers)2011-12-31$36,067
Total plan assets at end of year2011-12-31$347,465
Total plan assets at beginning of year2011-12-31$376,113
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$3,976
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,364
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-28,648
Net plan assets at end of year (total assets less liabilities)2011-12-31$347,465
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$376,113
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$921
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2010 401k financial data
Total income from all sources2010-12-31$20,125
Expenses. Total of all expenses incurred2010-12-31$10,038
Total plan assets at end of year2010-12-31$376,113
Total plan assets at beginning of year2010-12-31$366,026
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$6,600
Expenses. Other expenses not covered elsewhere2010-12-31$10,038
Other income received2010-12-31$13,525
Net income (gross income less expenses)2010-12-31$10,087
Net plan assets at end of year (total assets less liabilities)2010-12-31$376,113
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$366,026

Form 5500 Responses for WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN

2017: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM J HALL DDS PA RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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