JAMES EVERHART, DDS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. EVERHART, DDS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016 : JAMES M. EVERHART, DDS, INC. 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 | $-80,718 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,063 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,311,817 |
| Total plan assets at beginning of year | 2016-12-31 | $1,403,598 |
| Total contributions received or receivable from participants | 2016-12-31 | $27,600 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-117,995 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-91,781 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,311,817 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,403,598 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $236,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,677 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,063 |
| 2015 : JAMES M. EVERHART, DDS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| 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 | $193,855 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $500 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,403,598 |
| Total plan assets at beginning of year | 2015-12-31 | $1,210,243 |
| Total contributions received or receivable from participants | 2015-12-31 | $28,586 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $158,251 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $193,355 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,403,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,210,243 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $236,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $7,018 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $500 |
| 2014 : JAMES M. EVERHART, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $101,607 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $40,250 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $40,000 |
| Total plan assets at end of year | 2014-12-31 | $1,210,243 |
| Total plan assets at beginning of year | 2014-12-31 | $1,148,886 |
| Total contributions received or receivable from participants | 2014-12-31 | $28,460 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $63,802 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $61,357 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,210,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,148,886 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $236,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $9,345 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $250 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JAMES M. EVERHART, DDS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $177,651 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,039 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,729 |
| Total plan assets at end of year | 2013-12-31 | $1,148,886 |
| Total plan assets at beginning of year | 2013-12-31 | $993,274 |
| Total contributions received or receivable from participants | 2013-12-31 | $35,712 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $98,746 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $155,612 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,148,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $993,274 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $236,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $43,193 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $15,310 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES M. EVERHART, DDS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $190,208 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $19,110 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $10,356 |
| Total plan assets at end of year | 2012-12-31 | $993,274 |
| Total plan assets at beginning of year | 2012-12-31 | $822,176 |
| Total contributions received or receivable from participants | 2012-12-31 | $35,925 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $103,088 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $171,098 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $993,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $822,176 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $236,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $51,195 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,754 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2016: JAMES M. EVERHART, DDS, INC. 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 M. EVERHART, DDS, INC. 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 M. EVERHART, DDS, INC. 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 M. EVERHART, DDS, INC. 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 M. EVERHART, DDS, INC. 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 |
