?>
Plan Name | DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DR. M.R. MCCORKLE, JR. P.C. |
Employer identification number (EIN): | 541298985 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2015-01-01 | DR. M.R. MCCORKLE, JR., DDS | 2015-09-14 | ||
002 | 2014-01-01 | DR. M.R. MCCORKLE, JR., DDS | 2015-09-14 | ||
002 | 2013-01-01 | DR. M.R. MCCORKLE, JR., DDS | 2014-10-03 | ||
002 | 2012-01-01 | DR. M.R. MCCORKLE, JR., DDS | 2013-09-04 | ||
002 | 2011-01-01 | DR. M. R. MCCORKLE, JR. DDS | |||
002 | 2010-01-01 | DR. M. R. MCCORKLE, JR. DDS | |||
002 | 2009-01-01 | MASTON MCCORKLE |
Measure | Date | Value |
---|---|---|
2011: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $53,538 |
Expenses. Total of all expenses incurred | 2011-12-31 | $35,949 |
Benefits paid (including direct rollovers) | 2011-12-31 | $35,410 |
Total plan assets at end of year | 2011-12-31 | $1,858,370 |
Total plan assets at beginning of year | 2011-12-31 | $1,840,781 |
Value of fidelity bond covering the plan | 2011-12-31 | $175,000 |
Total contributions received or receivable from participants | 2011-12-31 | $52,070 |
Other income received | 2011-12-31 | $-52,543 |
Net income (gross income less expenses) | 2011-12-31 | $17,589 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,858,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,840,781 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $152,446 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $54,011 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $539 |
2010 : DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $199,719 |
Expenses. Total of all expenses incurred | 2010-12-31 | $118 |
Total plan assets at end of year | 2010-12-31 | $1,840,781 |
Total plan assets at beginning of year | 2010-12-31 | $1,641,180 |
Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
Total contributions received or receivable from participants | 2010-12-31 | $52,675 |
Other income received | 2010-12-31 | $92,214 |
Net income (gross income less expenses) | 2010-12-31 | $199,601 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,840,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,641,180 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $157,350 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $54,830 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $118 |
2011: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DR. M.R. MCCORKLE, JR., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 8026057 | ||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 953096314 | ||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 8026057 | ||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 953096314 | ||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||
|