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KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KEVIN M. KELAHER, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:KEVIN M. KELAHER, DMD, PC
Employer identification number (EIN):042744507
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-10-01KEVIN M KELAHER KEVIN M KELAHER2015-12-02
0012013-10-01KEVIN KELAHER KEVIN KELAHER2014-11-19
0012012-10-01KEVIN KELAHER KEVIN KELAHER2013-12-11
0012011-10-01KEVIN KELAHER KEVIN KELAHER2012-12-15
0012010-10-01KEVIN M. KELAHER KEVIN M. KELAHER2011-12-21
0012009-10-01KEVIN KELAHER KEVIN KELAHER2010-12-07
0012009-10-01DEBORAH KELAHER DEBORAH KELAHER2010-12-01

Plan Statistics for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0112
Total number of active participants reported on line 7a of the Form 55002014-10-019
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-0111
Total participants2014-10-0111
Number of participants with account balances2014-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0111
Total number of active participants reported on line 7a of the Form 55002013-10-018
Number of retired or separated participants receiving benefits2013-10-013
Total of all active and inactive participants2013-10-0111
Total participants2013-10-0111
Number of participants with account balances2013-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012
2012: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0111
Total number of active participants reported on line 7a of the Form 55002012-10-018
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0110
Number of participants with account balances2012-10-0110
2011: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0111
Total number of active participants reported on line 7a of the Form 55002011-10-017
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-0110
Total participants2011-10-0110
Number of participants with account balances2011-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0112
Total number of active participants reported on line 7a of the Form 55002010-10-019
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0111
Number of participants with account balances2010-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0111
Total number of active participants reported on line 7a of the Form 55002009-10-019
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-0111
Total participants2009-10-0111
Number of participants with account balances2009-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$101,682
Expenses. Total of all expenses incurred2015-09-30$68,616
Benefits paid (including direct rollovers)2015-09-30$64,035
Total plan assets at end of year2015-09-30$580,912
Total plan assets at beginning of year2015-09-30$547,846
Value of fidelity bond covering the plan2015-09-30$75,000
Total contributions received or receivable from participants2015-09-30$54,613
Other income received2015-09-30$-7,729
Net income (gross income less expenses)2015-09-30$33,066
Net plan assets at end of year (total assets less liabilities)2015-09-30$580,912
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$547,846
Total contributions received or receivable from employer(s)2015-09-30$54,798
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$4,581
2014 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$139,102
Expenses. Total of all expenses incurred2014-09-30$107,891
Benefits paid (including direct rollovers)2014-09-30$103,650
Total plan assets at end of year2014-09-30$547,846
Total plan assets at beginning of year2014-09-30$516,635
Value of fidelity bond covering the plan2014-09-30$75,000
Total contributions received or receivable from participants2014-09-30$53,644
Other income received2014-09-30$28,665
Net income (gross income less expenses)2014-09-30$31,211
Net plan assets at end of year (total assets less liabilities)2014-09-30$547,846
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$516,635
Total contributions received or receivable from employer(s)2014-09-30$56,793
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$4,241
2013 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$135,859
Expenses. Total of all expenses incurred2013-09-30$211,414
Benefits paid (including direct rollovers)2013-09-30$207,481
Total plan assets at end of year2013-09-30$516,635
Total plan assets at beginning of year2013-09-30$592,190
Value of fidelity bond covering the plan2013-09-30$75,000
Total contributions received or receivable from participants2013-09-30$53,746
Other income received2013-09-30$27,394
Net income (gross income less expenses)2013-09-30$-75,555
Net plan assets at end of year (total assets less liabilities)2013-09-30$516,635
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$592,190
Total contributions received or receivable from employer(s)2013-09-30$54,719
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$3,933
2012 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$156,444
Expenses. Total of all expenses incurred2012-09-30$6,033
Benefits paid (including direct rollovers)2012-09-30$1,818
Total plan assets at end of year2012-09-30$592,190
Total plan assets at beginning of year2012-09-30$441,779
Value of fidelity bond covering the plan2012-09-30$75,000
Total contributions received or receivable from participants2012-09-30$57,015
Other income received2012-09-30$50,264
Net income (gross income less expenses)2012-09-30$150,411
Net plan assets at end of year (total assets less liabilities)2012-09-30$592,190
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$441,779
Total contributions received or receivable from employer(s)2012-09-30$49,165
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$4,215
2011 : KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$114,151
Expenses. Total of all expenses incurred2011-09-30$33,288
Benefits paid (including direct rollovers)2011-09-30$33,288
Total plan assets at end of year2011-09-30$441,779
Total plan assets at beginning of year2011-09-30$360,916
Value of fidelity bond covering the plan2011-09-30$75,000
Total contributions received or receivable from participants2011-09-30$65,005
Other income received2011-09-30$-4,124
Net income (gross income less expenses)2011-09-30$80,863
Net plan assets at end of year (total assets less liabilities)2011-09-30$441,779
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$360,916
Total contributions received or receivable from employer(s)2011-09-30$53,270

Form 5500 Responses for KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN

2014: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: KEVIN M. KELAHER, DMD, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18830
Policy instance 1
Insurance contract or identification number18830
Number of Individuals Covered13
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,616
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,616
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18830
Policy instance 1
Insurance contract or identification number18830
Number of Individuals Covered10
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,470
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,470
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18830
Policy instance 1
Insurance contract or identification number18830
Number of Individuals Covered11
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,245
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $282
Insurance broker organization code?3
Insurance broker nameIRENE MCGRATH
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18830
Policy instance 1
Insurance contract or identification number18830
Number of Individuals Covered12
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18830
Policy instance 1
Insurance contract or identification number18830
Number of Individuals Covered12
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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