JAMES T. HALLA, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES T. HALLA, M.D. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-03-31 | $0 |
| Total plan liabilities at beginning of year | 2018-03-31 | $0 |
| Total income from all sources | 2018-03-31 | $4 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $210,182 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $210,182 |
| Total plan assets at end of year | 2018-03-31 | $0 |
| Total plan assets at beginning of year | 2018-03-31 | $210,178 |
| Value of fidelity bond covering the plan | 2018-03-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $0 |
| Other income received | 2018-03-31 | $4 |
| Net income (gross income less expenses) | 2018-03-31 | $-210,178 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $210,178 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
| 2017 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $300,816 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,975,307 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,974,793 |
| Total plan assets at end of year | 2017-12-31 | $210,178 |
| Total plan assets at beginning of year | 2017-12-31 | $2,884,669 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $409 |
| Other income received | 2017-12-31 | $300,816 |
| Net income (gross income less expenses) | 2017-12-31 | $-2,674,491 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $210,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,884,669 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $105 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $231,532 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $320,695 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $320,695 |
| Total plan assets at end of year | 2016-12-31 | $2,884,669 |
| Total plan assets at beginning of year | 2016-12-31 | $2,973,832 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $231,532 |
| Net income (gross income less expenses) | 2016-12-31 | $-89,163 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,884,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,973,832 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JAMES T. HALLA, M.D. 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 | $-46,529 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,973,832 |
| Total plan assets at beginning of year | 2015-12-31 | $3,020,361 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $18,424 |
| Other income received | 2015-12-31 | $-46,529 |
| Net income (gross income less expenses) | 2015-12-31 | $-46,529 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,973,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,020,361 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| 2014 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $194,715 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $3,020,361 |
| Total plan assets at beginning of year | 2014-12-31 | $2,825,646 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $23,541 |
| Other income received | 2014-12-31 | $194,715 |
| Net income (gross income less expenses) | 2014-12-31 | $194,715 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,020,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,825,646 |
| 2013 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $411,798 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,825,646 |
| Total plan assets at beginning of year | 2013-12-31 | $2,413,848 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $28,658 |
| Other income received | 2013-12-31 | $411,798 |
| Net income (gross income less expenses) | 2013-12-31 | $411,798 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,825,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,413,848 |
| 2012 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $209,526 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $2,413,848 |
| Total plan assets at beginning of year | 2012-12-31 | $2,204,322 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $34,202 |
| Other income received | 2012-12-31 | $209,526 |
| Net income (gross income less expenses) | 2012-12-31 | $209,526 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,413,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,204,322 |
| 2011 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $61,645 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3 |
| Total plan assets at end of year | 2011-12-31 | $2,204,322 |
| Total plan assets at beginning of year | 2011-12-31 | $2,142,680 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $39,319 |
| Other income received | 2011-12-31 | $36,645 |
| Net income (gross income less expenses) | 2011-12-31 | $61,642 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,204,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,142,680 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3 |
| 2010 : JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $154,055 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,768 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $17,768 |
| Total plan assets at end of year | 2010-12-31 | $2,142,680 |
| Total plan assets at beginning of year | 2010-12-31 | $2,006,393 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $45,288 |
| Other income received | 2010-12-31 | $129,055 |
| Net income (gross income less expenses) | 2010-12-31 | $136,287 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,142,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,006,393 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES T. HALLA, M.D. PROFIT SHARING 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 |
| 2018: JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES T. HALLA, M.D. 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 | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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 T. HALLA, M.D. 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 T. HALLA, M.D. 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 T. HALLA, M.D. 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 T. HALLA, M.D. 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 |
| 2010: JAMES T. HALLA, M.D. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES T. HALLA, M.D. 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
