JAMES R MURPHREE, DMD, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R MURPHREE, DMD, 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R MURPHREE, DMD, 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-18 | 275569 |
| Net assets as of the end of the plan year | 2025-09-18 | 685946 |
| Total assets as of the beginning of the plan year | 2025-09-18 | 812806 |
| Value of plan covered by a fidelity bond | 2025-09-18 | 135000 |
| Participant contributions to plan in this plan year | 2025-09-18 | 12122 |
| Other expenses paid from plan in this plan year | 2025-09-18 | 0 |
| Other income to plan in this plan year | 2025-09-18 | 127492 |
| Plan net income in this plan year | 2025-09-18 | -126860 |
| Net assets as of the end of the plan year | 2025-09-18 | 685946 |
| Net assets as of the beginning of the plan year | 2025-09-18 | 812806 |
| Value of contributions failed to transmitted timely | 2025-09-18 | 2170 |
| Employer contributions to plan in this plan year | 2025-09-18 | 9095 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-18 | 5453 |
| 2024 : JAMES R MURPHREE, DMD, 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 172264 |
| Net assets as of the end of the plan year | 2024-10-02 | 812806 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 787980 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 135000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 14293 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 177120 |
| Plan net income in this plan year | 2024-10-02 | 24826 |
| Net assets as of the end of the plan year | 2024-10-02 | 812806 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 787980 |
| Value of contributions failed to transmitted timely | 2024-10-02 | 14001 |
| Employer contributions to plan in this plan year | 2024-10-02 | 5677 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 5011 |
| 2013 : JAMES R MURPHREE, DMD, 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $62,717 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,797 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $8,979 |
| Total plan assets at end of year | 2013-12-31 | $418,551 |
| Total plan assets at beginning of year | 2013-12-31 | $366,631 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $40,933 |
| Other income received | 2013-12-31 | $7,126 |
| Net income (gross income less expenses) | 2013-12-31 | $51,920 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $418,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $366,631 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,658 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,818 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES R MURPHREE, DMD, 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $70,643 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $7,124 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,870 |
| Total plan assets at end of year | 2012-12-31 | $366,631 |
| Total plan assets at beginning of year | 2012-12-31 | $303,112 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,855 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $14,040 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $63,519 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $366,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $303,112 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,748 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,254 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES R MURPHREE, DMD, 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $60,979 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,779 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,553 |
| Total plan assets at end of year | 2011-12-31 | $303,112 |
| Total plan assets at beginning of year | 2011-12-31 | $247,912 |
| Total contributions received or receivable from participants | 2011-12-31 | $40,955 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $4,376 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $55,200 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $303,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $247,912 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,648 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $226 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES R MURPHREE, DMD, 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $64,452 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,960 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,668 |
| Total plan assets at end of year | 2010-12-31 | $247,912 |
| Total plan assets at beginning of year | 2010-12-31 | $187,420 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,211 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $292 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $7,141 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $60,492 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $247,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $187,420 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,100 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES R MURPHREE, DMD, 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: JAMES R MURPHREE, DMD, 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES R MURPHREE, DMD, 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES R MURPHREE, DMD, 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES R MURPHREE, DMD, 401(K) 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 |
| 2005: JAMES R MURPHREE, DMD, 401(K) PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | Yes |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
