JAMES G. HOULE, M.D., P.A. has sponsored the creation of one or more 401k plans.
Additional information about JAMES G. HOULE, M.D., P.A.
Submission information for form 5500 for 401k plan JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $61 |
| Total plan liabilities at beginning of year | 2023-12-31 | $61 |
| Total income from all sources | 2023-12-31 | $225,780 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $154,151 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $103,687 |
| Total plan assets at end of year | 2023-12-31 | $1,851,656 |
| Total plan assets at beginning of year | 2023-12-31 | $1,780,027 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $45,410 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $100,000 |
| Other income received | 2023-12-31 | $125,780 |
| Net income (gross income less expenses) | 2023-12-31 | $71,629 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,851,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,779,966 |
| Assets. Value of participant loans | 2023-12-31 | $50,000 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $651,303 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5,054 |
| 2022 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $61 |
| Total plan liabilities at beginning of year | 2022-12-31 | $61 |
| Total income from all sources | 2022-12-31 | $-78,433 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $226,574 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $202,773 |
| Total plan assets at end of year | 2022-12-31 | $1,780,027 |
| Total plan assets at beginning of year | 2022-12-31 | $2,085,034 |
| Total contributions received or receivable from participants | 2022-12-31 | $53,113 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-139,859 |
| Net income (gross income less expenses) | 2022-12-31 | $-305,007 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,779,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,084,973 |
| Assets. Value of participant loans | 2022-12-31 | $66,966 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $450,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,313 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $23,801 |
| 2021 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $61 |
| Total plan liabilities at beginning of year | 2021-12-31 | $61 |
| Total income from all sources | 2021-12-31 | $250,048 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $66,141 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $26,959 |
| Total plan assets at end of year | 2021-12-31 | $2,085,034 |
| Total plan assets at beginning of year | 2021-12-31 | $1,901,127 |
| Total contributions received or receivable from participants | 2021-12-31 | $59,140 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $152,582 |
| Net income (gross income less expenses) | 2021-12-31 | $183,907 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,084,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,901,066 |
| Assets. Value of participant loans | 2021-12-31 | $73,302 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $450,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $38,326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $39,182 |
| 2020 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $61 |
| Total plan liabilities at beginning of year | 2020-12-31 | $61 |
| Total income from all sources | 2020-12-31 | $161,036 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $130,635 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $126,000 |
| Total plan assets at end of year | 2020-12-31 | $1,901,127 |
| Total plan assets at beginning of year | 2020-12-31 | $1,870,726 |
| Total contributions received or receivable from participants | 2020-12-31 | $60,880 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $63,378 |
| Net income (gross income less expenses) | 2020-12-31 | $30,401 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,901,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,870,665 |
| Assets. Value of participant loans | 2020-12-31 | $108,674 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $800,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $36,778 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,635 |
| 2019 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $61 |
| Total plan liabilities at beginning of year | 2019-12-31 | $61 |
| Total income from all sources | 2019-12-31 | $228,400 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $124,114 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $15,746 |
| Total plan assets at end of year | 2019-12-31 | $1,870,726 |
| Total plan assets at beginning of year | 2019-12-31 | $1,766,440 |
| Total contributions received or receivable from participants | 2019-12-31 | $60,439 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $132,104 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $104,286 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,870,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,766,379 |
| Assets. Value of participant loans | 2019-12-31 | $134,123 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $800,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $35,857 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $108,368 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $61 |
| Total plan liabilities at beginning of year | 2018-12-31 | $61 |
| Total income from all sources | 2018-12-31 | $277,692 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $141,195 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,766,440 |
| Total plan assets at beginning of year | 2018-12-31 | $1,629,943 |
| Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $58,973 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $177,658 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $136,497 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,766,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,629,882 |
| Assets. Value of participant loans | 2018-12-31 | $180,485 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $800,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $41,061 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $20,565 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $120,630 |
| 2017 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $61 |
| Total plan liabilities at beginning of year | 2017-12-31 | $345 |
| Total income from all sources | 2017-12-31 | $201,459 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $26,589 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $25,456 |
| Total plan assets at end of year | 2017-12-31 | $1,629,943 |
| Total plan assets at beginning of year | 2017-12-31 | $1,455,357 |
| Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $57,206 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $24,197 |
| Other income received | 2017-12-31 | $81,404 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $174,870 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,629,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,455,012 |
| Assets. Value of participant loans | 2017-12-31 | $70,565 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $602,554 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $38,652 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,133 |
| 2016 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $345 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $106,998 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $21,175 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,455,357 |
| Total plan assets at beginning of year | 2016-12-31 | $1,369,189 |
| Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $54,190 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $7,378 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $85,823 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,455,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,369,189 |
| Assets. Value of participant loans | 2016-12-31 | $70,565 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $602,553 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $45,430 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,175 |
| 2015 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $133,737 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $8,288 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,369,189 |
| Total plan assets at beginning of year | 2015-12-31 | $1,243,740 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $50,712 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $7 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $125,449 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,369,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,243,740 |
| Assets. Value of participant loans | 2015-12-31 | $70,565 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $602,553 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $83,018 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,288 |
| 2014 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $138,147 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $40 |
| Total plan assets at end of year | 2014-12-31 | $1,243,740 |
| Total plan assets at beginning of year | 2014-12-31 | $1,105,633 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $48,245 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $40 |
| Other income received | 2014-12-31 | $7,658 |
| Net income (gross income less expenses) | 2014-12-31 | $138,107 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,243,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,105,633 |
| Assets. Value of participant loans | 2014-12-31 | $70,565 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $354,553 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $82,244 |
| 2012 : JAMES G. HOULE, M.D., P.A. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,700 |
| Total income from all sources | 2012-12-31 | $81,191 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,657 |
| Total plan assets at end of year | 2012-12-31 | $1,132,418 |
| Total plan assets at beginning of year | 2012-12-31 | $1,054,584 |
| Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,960 |
| Other income received | 2012-12-31 | $3 |
| Net income (gross income less expenses) | 2012-12-31 | $79,534 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,132,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,052,884 |
| Assets. Value of participant loans | 2012-12-31 | $70,565 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $418,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,228 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,657 |
