DAVID J TAKETA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID J TAKETA DDS PENSION PLAN
| Measure | Date | Value |
|---|
| 2017: DAVID J TAKETA DDS PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| 2016: DAVID J TAKETA DDS PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: DAVID J TAKETA DDS PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: DAVID J TAKETA DDS PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| 2013: DAVID J TAKETA DDS PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: DAVID J TAKETA DDS PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| 2011: DAVID J TAKETA DDS PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| 2010: DAVID J TAKETA DDS PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 1 |
| 2009: DAVID J TAKETA DDS PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2016 : DAVID J TAKETA DDS PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $31,430 |
| Total plan assets at end of year | 2016-12-31 | $441,096 |
| Total plan assets at beginning of year | 2016-12-31 | $409,666 |
| Other income received | 2016-12-31 | $22,204 |
| Net income (gross income less expenses) | 2016-12-31 | $31,430 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $441,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $409,666 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,226 |
| 2015 : DAVID J TAKETA DDS PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $8,800 |
| Total plan assets at end of year | 2015-12-31 | $409,666 |
| Total plan assets at beginning of year | 2015-12-31 | $400,866 |
| Other income received | 2015-12-31 | $-5,212 |
| Net income (gross income less expenses) | 2015-12-31 | $8,800 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $409,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $400,866 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $14,012 |
| 2014 : DAVID J TAKETA DDS PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $14,470 |
| Total plan assets at end of year | 2014-12-31 | $400,866 |
| Total plan assets at beginning of year | 2014-12-31 | $386,396 |
| Other income received | 2014-12-31 | $960 |
| Net income (gross income less expenses) | 2014-12-31 | $14,470 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $400,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $386,396 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,510 |
| 2013 : DAVID J TAKETA DDS PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $14,012 |
| Total plan assets at end of year | 2013-12-31 | $386,396 |
| Total plan assets at beginning of year | 2013-12-31 | $372,384 |
| Other income received | 2013-12-31 | $38 |
| Net income (gross income less expenses) | 2013-12-31 | $14,012 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $386,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $372,384 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,974 |
| 2012 : DAVID J TAKETA DDS PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $13,394 |
| Total plan assets at end of year | 2012-12-31 | $372,384 |
| Total plan assets at beginning of year | 2012-12-31 | $358,990 |
| Other income received | 2012-12-31 | $59 |
| Net income (gross income less expenses) | 2012-12-31 | $13,394 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $372,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $358,990 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,335 |
| 2011 : DAVID J TAKETA DDS PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $13,404 |
| Total plan assets at end of year | 2011-12-31 | $358,990 |
| Total plan assets at beginning of year | 2011-12-31 | $345,586 |
| Other income received | 2011-12-31 | $47 |
| Net income (gross income less expenses) | 2011-12-31 | $13,404 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $358,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $345,586 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,357 |
| 2010 : DAVID J TAKETA DDS PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-3,903 |
| Total plan assets at end of year | 2010-12-31 | $345,586 |
| Total plan assets at beginning of year | 2010-12-31 | $349,489 |
| Other income received | 2010-12-31 | $-16,403 |
| Net income (gross income less expenses) | 2010-12-31 | $-3,903 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $345,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $349,489 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,500 |
| 2017: DAVID J TAKETA DDS PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID J TAKETA DDS PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID J TAKETA DDS PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID J TAKETA DDS PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID J TAKETA DDS PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID J TAKETA DDS PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID J TAKETA DDS PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID J TAKETA DDS PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID J TAKETA DDS PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |