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| Plan Name | JOHN B. HOLT, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | JOHN B. HOLT, D.M.D., P.C. |
| Employer identification number (EIN): | 930774680 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about JOHN B. HOLT, D.M.D., P.C.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2012-09-24 |
| Company Identification Number: | 88416491 |
| Legal Registered Office Address: |
ATTN: CHRISTINE P BROWN 121 SW MORRISON 11TH FL PORTLAND United States of America (USA) 97204 |
More information about JOHN B. HOLT, D.M.D., P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2013-09-01 | JOHN HOLT | 2016-05-07 | ||
| 003 | 2012-09-01 | JOHN HOLT | 2016-05-07 | ||
| 003 | 2011-09-01 | JOHN HOLT | 2013-05-14 | ||
| 003 | 2010-09-01 | JOHN HOLT | 2012-06-15 | ||
| 003 | 2008-09-01 | JOHN HOLT |
| Measure | Date | Value |
|---|---|---|
| 2008: JOHN B. HOLT, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-09-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-09-01 | 5 |
| Number of retired or separated participants receiving benefits | 2008-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-09-01 | 0 |
| Total of all active and inactive participants | 2008-09-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-09-01 | 0 |
| Total participants | 2008-09-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2009 : JOHN B. HOLT, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2009 401k financial data | ||
| Total income from all sources | 2009-08-31 | $296,294 |
| Expenses. Total of all expenses incurred | 2009-08-31 | $0 |
| Total plan assets at end of year | 2009-08-31 | $645,359 |
| Total plan assets at beginning of year | 2009-08-31 | $349,065 |
| Other income received | 2009-08-31 | $25,485 |
| Net income (gross income less expenses) | 2009-08-31 | $296,294 |
| Net plan assets at end of year (total assets less liabilities) | 2009-08-31 | $645,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-08-31 | $349,065 |
| Total contributions received or receivable from employer(s) | 2009-08-31 | $270,809 |
| 2008 : JOHN B. HOLT, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2008 401k financial data | ||
| Total income from all sources | 2008-08-31 | $349,065 |
| Expenses. Total of all expenses incurred | 2008-08-31 | $0 |
| Total plan assets at end of year | 2008-08-31 | $349,065 |
| Net income (gross income less expenses) | 2008-08-31 | $349,065 |
| Net plan assets at end of year (total assets less liabilities) | 2008-08-31 | $349,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2008-08-31 | $349,065 |
| 2008: JOHN B. HOLT, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-09-01 | Type of plan entity | Single employer plan |
| 2008-09-01 | Submission has been amended | No |
| 2008-09-01 | This submission is the final filing | No |
| 2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-09-01 | Plan is a collectively bargained plan | No |
| 2008-09-01 | Plan funding arrangement – Trust | Yes |
| 2008-09-01 | Plan benefit arrangement - Trust | Yes |
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