401k Plan data: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN plan

JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

JAMES H. DONELSON, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES H. DONELSON, D.D.S., INC.

Employer identification number (EIN): 742009167

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about JAMES H. DONELSON, D.D.S., INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1979-01-01

Company Identification Number: 0090354502

Legal Registered Office Address: 9414 NEW FOREST RD

SPRING
United States of America (USA)
77379

More information about JAMES H. DONELSON, D.D.S., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JAMES H. DONELSON
002 2014-01-01 JAMES H. DONELSON
002 2013-01-01 JAMES H. DONELSON
002 2012-01-01 JAMES H. DONELSON
002 2011-01-01 JAMES H. DONELSON
002 2009-01-01 JAMES H. DONELSON JAMES H. DONELSON 2010-05-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JAMES H. DONELSON
002	2014-01-01	JAMES H. DONELSON
002	2013-01-01	JAMES H. DONELSON
002	2012-01-01	JAMES H. DONELSON
002	2011-01-01	JAMES H. DONELSON
002	2009-01-01	JAMES H. DONELSON	JAMES H. DONELSON	2010-05-11

Plan Statistics for JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-02-02	$0
Expenses. Total of all expenses incurred	2015-02-02	$9,328
Benefits paid (including direct rollovers)	2015-02-02	$9,328
Total plan assets at end of year	2015-02-02	$0
Total plan assets at beginning of year	2015-02-02	$9,328
Value of fidelity bond covering the plan	2015-02-02	$450,000
Net income (gross income less expenses)	2015-02-02	$-9,328
Net plan assets at end of year (total assets less liabilities)	2015-02-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-02-02	$9,328
2014 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-133,511
Expenses. Total of all expenses incurred	2014-12-31	$1,494,946
Benefits paid (including direct rollovers)	2014-12-31	$1,494,946
Total plan assets at end of year	2014-12-31	$9,328
Total plan assets at beginning of year	2014-12-31	$1,637,785
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$41,865
Other income received	2014-12-31	$-182,622
Net income (gross income less expenses)	2014-12-31	$-1,628,457
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,328
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,637,785
Total contributions received or receivable from employer(s)	2014-12-31	$7,246
2013 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$44,865
Expenses. Total of all expenses incurred	2013-12-31	$16,749
Benefits paid (including direct rollovers)	2013-12-31	$16,749
Total plan assets at end of year	2013-12-31	$1,637,785
Total plan assets at beginning of year	2013-12-31	$1,609,669
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Other income received	2013-12-31	$17,065
Net income (gross income less expenses)	2013-12-31	$28,116
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,637,785
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,609,669
Assets. Value of real-estate (other than employer real property)	2013-12-31	$337,134
Total contributions received or receivable from employer(s)	2013-12-31	$4,800
2012 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$23,197
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,609,669
Total plan assets at beginning of year	2012-12-31	$1,586,472
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$27,255
Other income received	2012-12-31	$-12,918
Net income (gross income less expenses)	2012-12-31	$23,197
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,609,669
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,586,472
Assets. Value of real-estate (other than employer real property)	2012-12-31	$337,134
Total contributions received or receivable from employer(s)	2012-12-31	$8,860
2011 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$100,110
Expenses. Total of all expenses incurred	2011-12-31	$100
Total plan assets at end of year	2011-12-31	$1,586,472
Total plan assets at beginning of year	2011-12-31	$1,486,462
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$26,443
Expenses. Other expenses not covered elsewhere	2011-12-31	$100
Other income received	2011-12-31	$65,850
Net income (gross income less expenses)	2011-12-31	$100,010
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,586,472
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,486,462
Assets. Value of real-estate (other than employer real property)	2011-12-31	$337,134
Total contributions received or receivable from employer(s)	2011-12-31	$7,817
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-67,413
Expenses. Total of all expenses incurred	2010-12-31	$9,629
Benefits paid (including direct rollovers)	2010-12-31	$9,609
Total plan assets at end of year	2010-12-31	$1,486,462
Total plan assets at beginning of year	2010-12-31	$1,563,504
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$25,878
Expenses. Other expenses not covered elsewhere	2010-12-31	$20
Other income received	2010-12-31	$-102,107
Net income (gross income less expenses)	2010-12-31	$-77,042
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,486,462
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,563,504
Assets. Value of real-estate (other than employer real property)	2010-12-31	$235,258
Total contributions received or receivable from employer(s)	2010-12-31	$8,816
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

2015: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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 H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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 H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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 H. DONELSON, D.D.S., INC. 401(K) PROFIT SHARING 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

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Company Name:	JAMES H. DONELSON, D.D.S., INC.
Employer identification number (EIN):	742009167
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1979-01-01
Company Identification Number:	0090354502
Legal Registered Office Address:	9414 NEW FOREST RD SPRING United States of America (USA) 77379