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JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES H HOLMES JR MD INC PROFIT SHARING PLAN
Plan identification number 001

JAMES H HOLMES JR MD INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 H HOLMES JR MD INC has sponsored the creation of one or more 401k plans.

Company Name:JAMES H HOLMES JR MD INC
Employer identification number (EIN):942614774
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES H HOLMES JR MD INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0963144

More information about JAMES H HOLMES JR MD INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES H. HOLMES2023-09-29 JAMES H. HOLMES2023-09-29
0012021-01-01JAMES H. HOLMES2022-10-10 JAMES H. HOLMES2022-10-10
0012020-01-01JAMES H. HOLMES2021-07-15 JAMES H. HOLMES2021-07-15
0012019-01-01JAMES H. HOLMES2020-09-29 JAMES H. HOLMES2020-09-29
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES H HOLMES JR MD JAMES H HOLMES JR MD2013-10-01
0012011-01-01PENSION FILERS
0012010-01-01PENSION FILERS
0012009-01-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Measure Date Value
2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Measure Date Value
2022 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-144,034
Expenses. Total of all expenses incurred2022-12-31$46,756
Benefits paid (including direct rollovers)2022-12-31$46,756
Total plan assets at end of year2022-12-31$657,572
Total plan assets at beginning of year2022-12-31$848,362
Value of fidelity bond covering the plan2022-12-31$85,000
Assets. Value of tangible personal property2022-12-31$3,900
Other income received2022-12-31$-159,738
Net income (gross income less expenses)2022-12-31$-190,790
Net plan assets at end of year (total assets less liabilities)2022-12-31$657,572
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$848,362
Total contributions received or receivable from employer(s)2022-12-31$15,704
2021 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$167,328
Expenses. Total of all expenses incurred2021-12-31$107,691
Benefits paid (including direct rollovers)2021-12-31$106,789
Total plan assets at end of year2021-12-31$848,362
Total plan assets at beginning of year2021-12-31$788,725
Value of fidelity bond covering the plan2021-12-31$80,000
Assets. Value of tangible personal property2021-12-31$3,900
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$151,936
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$59,637
Net plan assets at end of year (total assets less liabilities)2021-12-31$848,362
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$788,725
Total contributions received or receivable from employer(s)2021-12-31$15,392
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$7,925
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$788,725
Total plan assets at beginning of year2020-12-31$780,800
Value of fidelity bond covering the plan2020-12-31$80,000
Assets. Value of tangible personal property2020-12-31$3,750
Other income received2020-12-31$-14,688
Net income (gross income less expenses)2020-12-31$7,925
Net plan assets at end of year (total assets less liabilities)2020-12-31$788,725
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$780,800
Total contributions received or receivable from employer(s)2020-12-31$22,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$147,985
Expenses. Total of all expenses incurred2019-12-31$32,282
Benefits paid (including direct rollovers)2019-12-31$32,277
Total plan assets at end of year2019-12-31$780,800
Total plan assets at beginning of year2019-12-31$665,097
Value of fidelity bond covering the plan2019-12-31$70,000
Assets. Value of tangible personal property2019-12-31$3,750
Other income received2019-12-31$93,950
Net income (gross income less expenses)2019-12-31$115,703
Net plan assets at end of year (total assets less liabilities)2019-12-31$780,800
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$665,097
Total contributions received or receivable from employer(s)2019-12-31$54,035
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$20,182
Expenses. Total of all expenses incurred2018-12-31$34,884
Benefits paid (including direct rollovers)2018-12-31$34,881
Total plan assets at end of year2018-12-31$665,097
Total plan assets at beginning of year2018-12-31$679,799
Value of fidelity bond covering the plan2018-12-31$60,000
Assets. Value of tangible personal property2018-12-31$3,450
Other income received2018-12-31$-40,954
Net income (gross income less expenses)2018-12-31$-14,702
Net plan assets at end of year (total assets less liabilities)2018-12-31$665,097
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$679,799
Total contributions received or receivable from employer(s)2018-12-31$61,136
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$126,932
Expenses. Total of all expenses incurred2017-12-31$26,130
Benefits paid (including direct rollovers)2017-12-31$26,100
Total plan assets at end of year2017-12-31$679,799
Total plan assets at beginning of year2017-12-31$578,997
Value of fidelity bond covering the plan2017-12-31$60,000
Assets. Value of tangible personal property2017-12-31$3,450
Other income received2017-12-31$65,253
Net income (gross income less expenses)2017-12-31$100,802
Net plan assets at end of year (total assets less liabilities)2017-12-31$679,799
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$578,997
Total contributions received or receivable from employer(s)2017-12-31$61,679
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$889
Total income from all sources2016-12-31$58,338
Expenses. Total of all expenses incurred2016-12-31$23,985
Benefits paid (including direct rollovers)2016-12-31$23,985
Total plan assets at end of year2016-12-31$578,997
Total plan assets at beginning of year2016-12-31$545,533
Value of fidelity bond covering the plan2016-12-31$55,000
Assets. Value of tangible personal property2016-12-31$3,500
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-4,162
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$34,353
Net plan assets at end of year (total assets less liabilities)2016-12-31$578,997
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$544,644
Total contributions received or receivable from employer(s)2016-12-31$62,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$889
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,823
Expenses. Total of all expenses incurred2015-12-31$34,566
Benefits paid (including direct rollovers)2015-12-31$26,505
Total plan assets at end of year2015-12-31$545,533
Total plan assets at beginning of year2015-12-31$565,387
Value of fidelity bond covering the plan2015-12-31$85,000
Assets. Value of tangible personal property2015-12-31$3,250
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-41,585
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-20,743
Net plan assets at end of year (total assets less liabilities)2015-12-31$544,644
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$565,387
Total contributions received or receivable from employer(s)2015-12-31$55,408
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$96,406
Expenses. Total of all expenses incurred2014-12-31$33,549
Benefits paid (including direct rollovers)2014-12-31$22,153
Total plan assets at end of year2014-12-31$599,122
Total plan assets at beginning of year2014-12-31$536,265
Value of fidelity bond covering the plan2014-12-31$85,000
Assets. Value of tangible personal property2014-12-31$3,275
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$34,973
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$62,857
Net plan assets at end of year (total assets less liabilities)2014-12-31$599,122
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$536,265
Total contributions received or receivable from employer(s)2014-12-31$61,433
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$42,204
Expenses. Total of all expenses incurred2013-12-31$22,263
Benefits paid (including direct rollovers)2013-12-31$21,318
Total plan assets at end of year2013-12-31$536,265
Total plan assets at beginning of year2013-12-31$516,324
Value of fidelity bond covering the plan2013-12-31$85,000
Assets. Value of tangible personal property2013-12-31$3,275
Other income received2013-12-31$360
Net income (gross income less expenses)2013-12-31$19,941
Net plan assets at end of year (total assets less liabilities)2013-12-31$536,265
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$516,324
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$41,844
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$37,986
Expenses. Total of all expenses incurred2012-12-31$21,290
Benefits paid (including direct rollovers)2012-12-31$20,267
Total plan assets at end of year2012-12-31$516,324
Total plan assets at beginning of year2012-12-31$499,628
Value of fidelity bond covering the plan2012-12-31$85,000
Assets. Value of tangible personal property2012-12-31$3,230
Other income received2012-12-31$986
Net income (gross income less expenses)2012-12-31$16,696
Net plan assets at end of year (total assets less liabilities)2012-12-31$516,324
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$499,628
Assets. Value of participant loans2012-12-31$16,201
Total contributions received or receivable from employer(s)2012-12-31$37,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$65,187
Expenses. Total of all expenses incurred2011-12-31$28,293
Benefits paid (including direct rollovers)2011-12-31$27,443
Total plan assets at end of year2011-12-31$499,628
Total plan assets at beginning of year2011-12-31$462,734
Value of fidelity bond covering the plan2011-12-31$85,000
Assets. Value of tangible personal property2011-12-31$3,230
Other income received2011-12-31$1,452
Net income (gross income less expenses)2011-12-31$36,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$499,628
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$462,734
Assets. Value of participant loans2011-12-31$15,528
Total contributions received or receivable from employer(s)2011-12-31$63,735
Value of certain deemed distributions of participant loans2011-12-31$850
2010 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$58,609
Expenses. Total of all expenses incurred2010-12-31$18,506
Benefits paid (including direct rollovers)2010-12-31$16,395
Total plan assets at end of year2010-12-31$462,734
Total plan assets at beginning of year2010-12-31$422,631
Value of fidelity bond covering the plan2010-12-31$85,000
Assets. Value of tangible personal property2010-12-31$3,040
Other income received2010-12-31$2,005
Net income (gross income less expenses)2010-12-31$40,103
Net plan assets at end of year (total assets less liabilities)2010-12-31$462,734
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$422,631
Assets. Value of participant loans2010-12-31$26,075
Total contributions received or receivable from employer(s)2010-12-31$56,604
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES H HOLMES JR MD INC PROFIT SHARING 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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