JOHN W. HELMS, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-08-01 | 0 |
| Total participants | 2022-08-01 | 2 |
| Number of participants with account balances | 2022-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-08-01 | 0 |
| 2021: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 2 |
| Number of participants with account balances | 2021-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 2 |
| Number of participants with account balances | 2020-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
| Total participants | 2019-08-01 | 2 |
| Number of participants with account balances | 2019-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 2 |
| Number of participants with account balances | 2018-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 1 |
| Total of all active and inactive participants | 2017-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 2 |
| Number of participants with account balances | 2017-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| 2016: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 1 |
| Total of all active and inactive participants | 2016-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 2 |
| Number of participants with account balances | 2016-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 1 |
| Total of all active and inactive participants | 2015-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 2 |
| Number of participants with account balances | 2015-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
| Total of all active and inactive participants | 2014-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 2 |
| Number of participants with account balances | 2014-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 1 |
| Total of all active and inactive participants | 2013-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 2 |
| Number of participants with account balances | 2013-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 1 |
| Total of all active and inactive participants | 2012-08-01 | 2 |
| Total participants | 2012-08-01 | 2 |
| Number of participants with account balances | 2012-08-01 | 2 |
| 2011: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 1 |
| Total of all active and inactive participants | 2011-08-01 | 2 |
| Total participants | 2011-08-01 | 2 |
| Number of participants with account balances | 2011-08-01 | 2 |
| 2010: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 1 |
| Total of all active and inactive participants | 2010-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 0 |
| Total participants | 2010-08-01 | 2 |
| Number of participants with account balances | 2010-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 0 |
| 2009: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 1 |
| Total of all active and inactive participants | 2009-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 2 |
| Number of participants with account balances | 2009-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $16,514 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $1,434,793 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $1,434,793 |
| Total plan assets at end of year | 2023-07-31 | $321 |
| Total plan assets at beginning of year | 2023-07-31 | $1,418,600 |
| Assets. Value of loans (other than to participants) | 2023-07-31 | $0 |
| Other income received | 2023-07-31 | $16,514 |
| Net income (gross income less expenses) | 2023-07-31 | $-1,418,279 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $1,418,600 |
| 2022 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $-60,558 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $60,287 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $57,477 |
| Total plan assets at end of year | 2022-07-31 | $1,418,600 |
| Total plan assets at beginning of year | 2022-07-31 | $1,539,445 |
| Assets. Value of loans (other than to participants) | 2022-07-31 | $1,928 |
| Other income received | 2022-07-31 | $-60,558 |
| Net income (gross income less expenses) | 2022-07-31 | $-120,845 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $1,418,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $1,539,445 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-07-31 | $12,047 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $2,810 |
| Funding deficiency by the employer to the plan for this plan year | 2022-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2022-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2022-07-31 | $0 |
| 2021 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $230,206 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $1,728 |
| Total plan assets at end of year | 2021-07-31 | $1,539,445 |
| Total plan assets at beginning of year | 2021-07-31 | $1,310,967 |
| Assets. Value of loans (other than to participants) | 2021-07-31 | $20,007 |
| Other income received | 2021-07-31 | $230,206 |
| Net income (gross income less expenses) | 2021-07-31 | $228,478 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $1,539,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $1,310,967 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $1,728 |
| Funding deficiency by the employer to the plan for this plan year | 2021-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-07-31 | $0 |
| 2020 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $-8,418 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $55,188 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $49,708 |
| Total plan assets at end of year | 2020-07-31 | $1,310,967 |
| Total plan assets at beginning of year | 2020-07-31 | $1,374,573 |
| Assets. Value of loans (other than to participants) | 2020-07-31 | $56,241 |
| Other income received | 2020-07-31 | $-8,418 |
| Net income (gross income less expenses) | 2020-07-31 | $-63,606 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $1,310,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $1,374,573 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $5,480 |
| 2019 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2019-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-07-31 | $0 |
| 2018 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $45,360 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $41,011 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $39,489 |
| Total plan assets at end of year | 2018-07-31 | $1,367,099 |
| Total plan assets at beginning of year | 2018-07-31 | $1,362,750 |
| Assets. Value of loans (other than to participants) | 2018-07-31 | $141,340 |
| Other income received | 2018-07-31 | $45,360 |
| Net income (gross income less expenses) | 2018-07-31 | $4,349 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $1,367,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $1,362,750 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2018-07-31 | $30,612 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $1,522 |
| Funding deficiency by the employer to the plan for this plan year | 2018-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-07-31 | $0 |
| 2017 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $81,100 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $20,984 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $16,874 |
| Total plan assets at end of year | 2017-07-31 | $1,362,750 |
| Total plan assets at beginning of year | 2017-07-31 | $1,302,634 |
| Assets. Value of loans (other than to participants) | 2017-07-31 | $191,016 |
| Other income received | 2017-07-31 | $81,100 |
| Net income (gross income less expenses) | 2017-07-31 | $60,116 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $1,362,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $1,302,634 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2017-07-31 | $36,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $4,110 |
| 2016 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $40,664 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $18,766 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $14,719 |
| Total plan assets at end of year | 2016-07-31 | $1,302,634 |
| Total plan assets at beginning of year | 2016-07-31 | $1,280,736 |
| Assets. Value of loans (other than to participants) | 2016-07-31 | $249,158 |
| Other income received | 2016-07-31 | $40,664 |
| Net income (gross income less expenses) | 2016-07-31 | $21,898 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $1,302,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $1,280,736 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-07-31 | $134,436 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $4,047 |
| 2015 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $26,265 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $37,076 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $22,568 |
| Total plan assets at end of year | 2015-07-31 | $1,280,736 |
| Total plan assets at beginning of year | 2015-07-31 | $1,291,547 |
| Assets. Value of loans (other than to participants) | 2015-07-31 | $402,081 |
| Other income received | 2015-07-31 | $26,265 |
| Net income (gross income less expenses) | 2015-07-31 | $-10,811 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $1,280,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $1,291,547 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-07-31 | $139,589 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $14,508 |
| 2014 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $69,880 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $39,901 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $37,880 |
| Total plan assets at end of year | 2014-07-31 | $1,291,547 |
| Total plan assets at beginning of year | 2014-07-31 | $1,261,568 |
| Assets. Value of loans (other than to participants) | 2014-07-31 | $537,954 |
| Other income received | 2014-07-31 | $69,880 |
| Net income (gross income less expenses) | 2014-07-31 | $29,979 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $1,291,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $1,261,568 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-07-31 | $117,889 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $2,021 |
| 2013 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $77,027 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $72,262 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $60,272 |
| Total plan assets at end of year | 2013-07-31 | $1,261,568 |
| Total plan assets at beginning of year | 2013-07-31 | $1,256,803 |
| Assets. Value of loans (other than to participants) | 2013-07-31 | $750,456 |
| Other income received | 2013-07-31 | $77,027 |
| Net income (gross income less expenses) | 2013-07-31 | $4,765 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $1,261,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $1,256,803 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-07-31 | $148,191 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $11,990 |
| 2012 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $52,975 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $30,169 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $15,034 |
| Total plan assets at end of year | 2012-07-31 | $1,256,803 |
| Total plan assets at beginning of year | 2012-07-31 | $1,233,997 |
| Assets. Value of loans (other than to participants) | 2012-07-31 | $813,537 |
| Other income received | 2012-07-31 | $52,975 |
| Net income (gross income less expenses) | 2012-07-31 | $22,806 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $1,256,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,233,997 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-07-31 | $158,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $15,135 |
| 2011 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $99,903 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $68,997 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $53,023 |
| Total plan assets at end of year | 2011-07-31 | $1,233,997 |
| Total plan assets at beginning of year | 2011-07-31 | $1,203,091 |
| Assets. Value of loans (other than to participants) | 2011-07-31 | $731,353 |
| Expenses. Other expenses not covered elsewhere | 2011-07-31 | $15,974 |
| Other income received | 2011-07-31 | $99,903 |
| Net income (gross income less expenses) | 2011-07-31 | $30,906 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $1,233,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,203,091 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-07-31 | $184,761 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
| 2010 : JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-07-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $0 |
| 2022: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Submission has been amended | No |
| 2010-08-01 | This submission is the final filing | No |
| 2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-08-01 | Plan is a collectively bargained plan | No |
| 2010-08-01 | Plan funding arrangement – Trust | Yes |
| 2010-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN W. HELMS, D.D.S., P.C. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
