PAUL D. ELLINGTON, DDS, PC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2015: ELLINGTON & HULBERT 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ELLINGTON & HULBERT 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ELLINGTON & HULBERT 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: ELLINGTON & HULBERT 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ELLINGTON & HULBERT 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 16 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2015 : ELLINGTON & HULBERT 401K PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-08-31 | $0 |
Total plan liabilities at end of year | 2015-08-31 | $0 |
Total plan liabilities at beginning of year | 2015-08-31 | $0 |
Total income from all sources | 2015-08-31 | $71,531 |
Expenses. Total of all expenses incurred | 2015-08-31 | $1,300,020 |
Benefits paid (including direct rollovers) | 2015-08-31 | $1,299,683 |
Total plan assets at end of year | 2015-08-31 | $0 |
Total plan assets at beginning of year | 2015-08-31 | $1,228,489 |
Value of fidelity bond covering the plan | 2015-08-31 | $125,000 |
Total contributions received or receivable from participants | 2015-08-31 | $22,226 |
Expenses. Other expenses not covered elsewhere | 2015-08-31 | $337 |
Contributions received from other sources (not participants or employers) | 2015-08-31 | $0 |
Other income received | 2015-08-31 | $44,244 |
Net income (gross income less expenses) | 2015-08-31 | $-1,228,489 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $1,228,489 |
Assets. Value of participant loans | 2015-08-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-08-31 | $5,061 |
Value of certain deemed distributions of participant loans | 2015-08-31 | $0 |
Value of corrective distributions | 2015-08-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-08-31 | $0 |
Minimum employer required contribution for this plan year | 2015-08-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-08-31 | $0 |
2014 : ELLINGTON & HULBERT 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $44 |
Total income from all sources | 2014-12-31 | $120,953 |
Expenses. Total of all expenses incurred | 2014-12-31 | $87,309 |
Benefits paid (including direct rollovers) | 2014-12-31 | $87,248 |
Total plan assets at end of year | 2014-12-31 | $1,228,489 |
Total plan assets at beginning of year | 2014-12-31 | $1,194,801 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Total contributions received or receivable from participants | 2014-12-31 | $42,007 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $61 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $69,844 |
Net income (gross income less expenses) | 2014-12-31 | $33,644 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,228,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,194,801 |
Assets. Value of participant loans | 2014-12-31 | $5,370 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $9,102 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : ELLINGTON & HULBERT 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $314,550 |
Expenses. Total of all expenses incurred | 2013-12-31 | $271,054 |
Benefits paid (including direct rollovers) | 2013-12-31 | $270,893 |
Total plan assets at end of year | 2013-12-31 | $1,194,801 |
Total plan assets at beginning of year | 2013-12-31 | $1,151,305 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $42,620 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $161 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $262,950 |
Net income (gross income less expenses) | 2013-12-31 | $43,496 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,194,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,151,305 |
Assets. Value of participant loans | 2013-12-31 | $28,368 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $8,980 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : ELLINGTON & HULBERT 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $192,242 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100,081 |
Benefits paid (including direct rollovers) | 2012-12-31 | $100,000 |
Total plan assets at end of year | 2012-12-31 | $1,151,305 |
Total plan assets at beginning of year | 2012-12-31 | $1,059,144 |
Total contributions received or receivable from participants | 2012-12-31 | $40,015 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $81 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $143,778 |
Net income (gross income less expenses) | 2012-12-31 | $92,161 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,151,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,059,144 |
Assets. Value of participant loans | 2012-12-31 | $24,850 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $8,449 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : ELLINGTON & HULBERT 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $11,311 |
Expenses. Total of all expenses incurred | 2011-12-31 | $64,998 |
Benefits paid (including direct rollovers) | 2011-12-31 | $64,973 |
Total plan assets at end of year | 2011-12-31 | $1,059,144 |
Total plan assets at beginning of year | 2011-12-31 | $1,112,831 |
Total contributions received or receivable from participants | 2011-12-31 | $42,582 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $25 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-40,562 |
Net income (gross income less expenses) | 2011-12-31 | $-53,687 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,059,144 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,112,831 |
Assets. Value of participant loans | 2011-12-31 | $9,074 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,291 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2015: ELLINGTON & HULBERT 401K PLAN 2015 form 5500 responses |
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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 | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: ELLINGTON & HULBERT 401K PLAN 2014 form 5500 responses |
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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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: ELLINGTON & HULBERT 401K PLAN 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: ELLINGTON & HULBERT 401K PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: ELLINGTON & HULBERT 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825383 |
Policy instance | 1 |
Insurance contract or identification number | GA-825383 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $3,551 | Total amount of fees paid to insurance company | USD $354 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,551 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 354 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH, PIERCE, FENNER & |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825383 |
Policy instance | 1 |
Insurance contract or identification number | GA-825383 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,624 | Total amount of fees paid to insurance company | USD $469 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,624 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 469 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH, PIERCE, FENNER & |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825383 |
Policy instance | 1 |
Insurance contract or identification number | GA-825383 | Number of Individuals Covered | 13 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,478 | Total amount of fees paid to insurance company | USD $451 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,478 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 451 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH PIERCE FENNER SMITH I |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825383 |
Policy instance | 1 |
Insurance contract or identification number | GA-825383 | Number of Individuals Covered | 16 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,413 | Total amount of fees paid to insurance company | USD $449 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,413 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 449 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | MERRILL LYNCH PIERCE FENNER SMITH I |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825383 |
Policy instance | 1 |
Insurance contract or identification number | GA-825383 | Number of Individuals Covered | 13 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $9,108 | Total amount of fees paid to insurance company | USD $192 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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