T. DAVID PULLIAM, D. D. S. , P. A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 7 |
| 2011: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| 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 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| 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 | $-10,075 |
| Total plan assets at end of year | 2013-12-31 | $661,237 |
| Total plan assets at beginning of year | 2013-12-31 | $671,312 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $14,800 |
| Other income received | 2013-12-31 | $-40,740 |
| Net income (gross income less expenses) | 2013-12-31 | $-10,075 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $661,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $671,312 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,865 |
| 2012 : T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $101,352 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,517 |
| Total plan assets at end of year | 2012-12-31 | $671,312 |
| Total plan assets at beginning of year | 2012-12-31 | $573,477 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
| Other income received | 2012-12-31 | $63,949 |
| Net income (gross income less expenses) | 2012-12-31 | $97,835 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $671,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $573,477 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,903 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,517 |
| 2011 : T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-7,169 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,591 |
| Total plan assets at end of year | 2011-12-31 | $573,477 |
| Total plan assets at beginning of year | 2011-12-31 | $583,237 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $-20,168 |
| Net income (gross income less expenses) | 2011-12-31 | $-9,760 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $573,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $583,237 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,591 |
| 2010 : T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $70,989 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,475 |
| Total plan assets at end of year | 2010-12-31 | $583,237 |
| Total plan assets at beginning of year | 2010-12-31 | $514,723 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
| Other income received | 2010-12-31 | $27,343 |
| Net income (gross income less expenses) | 2010-12-31 | $68,514 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $583,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $514,723 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,475 |
| 2013: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2009: T. DAVID PULLIAM, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 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 |
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271425 |
| Policy instance | 2 |
| Insurance contract or identification number | 21271425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083852 |
| Policy instance | 4 |
| Insurance contract or identification number | LBCA083852 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083851 |
| Policy instance | 3 |
| Insurance contract or identification number | LBCA083851 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271414 |
| Policy instance | 1 |
| Insurance contract or identification number | 21271414 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271414 |
| Policy instance | 1 |
| Insurance contract or identification number | 21271414 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083852 |
| Policy instance | 4 |
| Insurance contract or identification number | LBCA083852 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083851 |
| Policy instance | 3 |
| Insurance contract or identification number | LBCA083851 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271425 |
| Policy instance | 2 |
| Insurance contract or identification number | 21271425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 4 | | Insurance broker name | CHARLES O'KELLEY, CFP, CHFC |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083851 |
| Policy instance | 3 |
| Insurance contract or identification number | LBCA083851 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271425 |
| Policy instance | 2 |
| Insurance contract or identification number | 21271425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271414 |
| Policy instance | 1 |
| Insurance contract or identification number | 21271414 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083852 |
| Policy instance | 4 |
| Insurance contract or identification number | LBCA083852 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083852 |
| Policy instance | 4 |
| Insurance contract or identification number | LBCA083852 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) |
| Policy contract number | LBCA083851 |
| Policy instance | 3 |
| Insurance contract or identification number | LBCA083851 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271425 |
| Policy instance | 2 |
| Insurance contract or identification number | 21271425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 21271414 |
| Policy instance | 1 |
| Insurance contract or identification number | 21271414 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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