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DAVID G. HALL DDS, MS PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID G. HALL DDS, MS PROFIT SHARING PLAN
Plan identification number 001

DAVID G. HALL DDS, MS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

DAVID G. HALL DDS, MS has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. HALL DDS, MS
Employer identification number (EIN):731305611
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. HALL DDS, MS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01DAVID HALL2014-10-14
0012012-01-01DAVID G HALL DDS2013-08-29
0012011-01-01DAVID G HALL DDS2012-10-08
0012009-01-01JOHN WHIPPLE JOHN WHIPPLE2010-10-06
0012009-01-01DAVID HALL DAVID HALL2010-10-06

Plan Statistics for DAVID G. HALL DDS, MS PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID G. HALL DDS, MS PROFIT SHARING PLAN

Measure Date Value
2009: DAVID G. HALL DDS, MS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on DAVID G. HALL DDS, MS PROFIT SHARING PLAN

Measure Date Value
2010 : DAVID G. HALL DDS, MS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$75,353
Expenses. Total of all expenses incurred2010-12-31$3,270
Total plan assets at end of year2010-12-31$626,259
Total plan assets at beginning of year2010-12-31$554,176
Expenses. Other expenses not covered elsewhere2010-12-31$3,270
Other income received2010-12-31$49,892
Net income (gross income less expenses)2010-12-31$72,083
Net plan assets at end of year (total assets less liabilities)2010-12-31$626,259
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$554,176
Total contributions received or receivable from employer(s)2010-12-31$25,461

Form 5500 Responses for DAVID G. HALL DDS, MS PROFIT SHARING PLAN

2009: DAVID G. HALL DDS, MS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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