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JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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 M. HANNA, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. HANNA, M.D.
Employer identification number (EIN):760094707
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES HANNA2015-10-15
0012013-01-01JAMES M. HANNA2014-10-07
0012012-01-01JAMES MICHAEL HANNA2013-09-25
0012011-01-01JAMES MICHAEL HANNA, M.D. JAMES MICHAEL HANNA, M.D.2012-10-08
0012009-01-01JAMES HANNA

Financial Data on JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-1112
Net assets as of the end of the plan year2022-10-11424450
Total assets as of the beginning of the plan year2022-10-11326630
Participant contributions to plan in this plan year2022-10-110
Other expenses paid from plan in this plan year2022-10-1112
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1195784
Plan net income in this plan year2022-10-1197820
Net assets as of the end of the plan year2022-10-11424450
Net assets as of the beginning of the plan year2022-10-11326630
Employer contributions to plan in this plan year2022-10-112048
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110
2011 : JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,489
Total plan assets at end of year2011-12-31$782,845
Total plan assets at beginning of year2011-12-31$777,356
Value of fidelity bond covering the plan2011-12-31$80,000
Other income received2011-12-31$-49,427
Net income (gross income less expenses)2011-12-31$5,489
Net plan assets at end of year (total assets less liabilities)2011-12-31$782,845
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$777,356
Total contributions received or receivable from employer(s)2011-12-31$54,916

Form 5500 Responses for JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN

2011: JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES M. HANNA, M.D. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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