JAMES D LOCKHART has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES D LOCKHART DDS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2015 : JAMES D LOCKHART DDS 401(K) PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-08-31 | $0 |
| Total plan liabilities at beginning of year | 2015-08-31 | $0 |
| Total income from all sources | 2015-08-31 | $27,052 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $1,071,139 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $1,071,064 |
| Total plan assets at end of year | 2015-08-31 | $0 |
| Total plan assets at beginning of year | 2015-08-31 | $1,044,087 |
| Value of fidelity bond covering the plan | 2015-08-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-08-31 | $11,500 |
| Expenses. Other expenses not covered elsewhere | 2015-08-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2015-08-31 | $0 |
| Other income received | 2015-08-31 | $12,707 |
| Net income (gross income less expenses) | 2015-08-31 | $-1,044,087 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $1,044,087 |
| Assets. Value of participant loans | 2015-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $2,845 |
| Value of certain deemed distributions of participant loans | 2015-08-31 | $0 |
| Value of corrective distributions | 2015-08-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-08-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-08-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-08-31 | $0 |
| 2014 : JAMES D LOCKHART DDS 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $1,559 |
| Total income from all sources | 2014-12-31 | $53,469 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,044,087 |
| Total plan assets at beginning of year | 2014-12-31 | $989,059 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $34,500 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $8,390 |
| Net income (gross income less expenses) | 2014-12-31 | $53,469 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,044,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $989,059 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,579 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : JAMES D LOCKHART DDS 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $218,796 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $989,059 |
| Total plan assets at beginning of year | 2013-12-31 | $770,263 |
| Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $87,274 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $108,099 |
| Net income (gross income less expenses) | 2013-12-31 | $218,796 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $989,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $770,263 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $23,423 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : JAMES D LOCKHART DDS 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $113,957 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,859 |
| Total plan assets at end of year | 2012-12-31 | $768,514 |
| Total plan assets at beginning of year | 2012-12-31 | $656,416 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,859 |
| Other income received | 2012-12-31 | $58,608 |
| Net income (gross income less expenses) | 2012-12-31 | $112,098 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $768,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $656,416 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $55,349 |
| 2011 : JAMES D LOCKHART DDS 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-5,767 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,430 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $656,416 |
| Total plan assets at beginning of year | 2011-12-31 | $675,613 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $13,430 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-47,724 |
| Net income (gross income less expenses) | 2011-12-31 | $-19,197 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $656,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $675,613 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,957 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : JAMES D LOCKHART DDS 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $197,840 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,212 |
| Total plan assets at end of year | 2010-12-31 | $675,613 |
| Total plan assets at beginning of year | 2010-12-31 | $478,985 |
| Other income received | 2010-12-31 | $155,883 |
| Net income (gross income less expenses) | 2010-12-31 | $196,628 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $675,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $478,985 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $41,957 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,212 |
| 2015: JAMES D LOCKHART DDS 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JAMES D LOCKHART DDS 401(K) 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JAMES D LOCKHART DDS 401(K) 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: JAMES D LOCKHART DDS 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JAMES D LOCKHART DDS 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: JAMES D LOCKHART DDS 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: JAMES D LOCKHART DDS 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
