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JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN
Plan identification number 001

JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 L VADEN DDS MS PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES L VADEN DDS MS PC
Employer identification number (EIN):620909552
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01JAMES L. VADEN2023-10-30
0012021-10-01JAMES L. VADEN2022-11-11
0012021-10-01JAMES L. VADEN2022-11-11
0012020-10-01JAMES L. VADEN2021-12-28
0012019-10-01JAMES L. VADEN2021-04-05
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01JAMES L. VADEN JAMES L. VADEN2015-01-28
0012012-10-01JAMES L. VADEN JAMES L. VADEN2014-05-15
0012011-10-01JAMES L. VADEN JAMES L. VADEN2012-12-06
0012010-10-01JAMES L. VADEN JAMES L. VADEN2011-11-28

Plan Statistics for JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN

Measure Date Value
2022: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-11-114
Total number of particpants at end of year2022-11-114
Number of Participants With Account Balances2022-11-114
2017: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-015
Total number of active participants reported on line 7a of the Form 55002017-10-014
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-015
Total participants2017-10-015
Number of participants with account balances2017-10-015
2016: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-015
Total number of active participants reported on line 7a of the Form 55002016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-015
Total participants2016-10-015
Number of participants with account balances2016-10-015
2015: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-015
Total number of active participants reported on line 7a of the Form 55002015-10-015
Total of all active and inactive participants2015-10-015
Total participants2015-10-015
Number of participants with account balances2015-10-015
2014: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-015
Total number of active participants reported on line 7a of the Form 55002014-10-015
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015
Number of participants with account balances2014-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-015
Total number of active participants reported on line 7a of the Form 55002013-10-015
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-015
Number of participants with account balances2013-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-015
Total number of active participants reported on line 7a of the Form 55002012-10-015
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-015
Number of participants with account balances2012-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-015
Number of participants with account balances2011-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-015
Total number of active participants reported on line 7a of the Form 55002010-10-015
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-015
Number of participants with account balances2010-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010

Financial Data on JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-11-110
Total liabilities as of the end of the plan year2022-11-110
Total liabilities as of the beginning of the plan year2022-11-110
Total expenses incurred by plan in this plan year2022-11-11176759
Net assets as of the end of the plan year2022-11-113588700
Total assets as of the beginning of the plan year2022-11-114480214
Value of plan covered by a fidelity bond2022-11-11500000
Participant contributions to plan in this plan year2022-11-1115807
Other expenses paid from plan in this plan year2022-11-110
Other contributions to plan in this plan year2022-11-110
Other income to plan in this plan year2022-11-11-747898
Plan net income in this plan year2022-11-11-891514
Net assets as of the end of the plan year2022-11-113588700
Net assets as of the beginning of the plan year2022-11-114480214
Employer contributions to plan in this plan year2022-11-1117336
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-1114462
2018 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$448,916
Expenses. Total of all expenses incurred2018-09-30$171,695
Benefits paid (including direct rollovers)2018-09-30$160,000
Total plan assets at end of year2018-09-30$4,541,859
Total plan assets at beginning of year2018-09-30$4,264,638
Value of fidelity bond covering the plan2018-09-30$500,000
Total contributions received or receivable from participants2018-09-30$26,080
Expenses. Other expenses not covered elsewhere2018-09-30$11,695
Other income received2018-09-30$389,793
Net income (gross income less expenses)2018-09-30$277,221
Net plan assets at end of year (total assets less liabilities)2018-09-30$4,541,859
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$4,264,638
Total contributions received or receivable from employer(s)2018-09-30$33,043
2017 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$604,604
Expenses. Total of all expenses incurred2017-09-30$251,677
Benefits paid (including direct rollovers)2017-09-30$242,990
Total plan assets at end of year2017-09-30$4,264,638
Total plan assets at beginning of year2017-09-30$3,911,711
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$26,150
Expenses. Other expenses not covered elsewhere2017-09-30$8,687
Other income received2017-09-30$549,225
Net income (gross income less expenses)2017-09-30$352,927
Net plan assets at end of year (total assets less liabilities)2017-09-30$4,264,638
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$3,911,711
Total contributions received or receivable from employer(s)2017-09-30$29,229
2016 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$368,540
Expenses. Total of all expenses incurred2016-09-30$8,686
Total plan assets at end of year2016-09-30$3,911,711
Total plan assets at beginning of year2016-09-30$3,551,857
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$26,600
Expenses. Other expenses not covered elsewhere2016-09-30$8,686
Other income received2016-09-30$306,696
Net income (gross income less expenses)2016-09-30$359,854
Net plan assets at end of year (total assets less liabilities)2016-09-30$3,911,711
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,551,857
Total contributions received or receivable from employer(s)2016-09-30$35,244
2015 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$-111,785
Expenses. Total of all expenses incurred2015-09-30$7,783
Total plan assets at end of year2015-09-30$3,551,857
Total plan assets at beginning of year2015-09-30$3,671,425
Value of fidelity bond covering the plan2015-09-30$500,000
Assets. Value of tangible personal property2015-09-30$14,378
Total contributions received or receivable from participants2015-09-30$26,350
Expenses. Other expenses not covered elsewhere2015-09-30$7,783
Other income received2015-09-30$-175,795
Net income (gross income less expenses)2015-09-30$-119,568
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,551,857
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,671,425
Total contributions received or receivable from employer(s)2015-09-30$37,660
2014 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$364,959
Expenses. Total of all expenses incurred2014-09-30$8,044
Total plan assets at end of year2014-09-30$3,671,425
Total plan assets at beginning of year2014-09-30$3,314,510
Value of fidelity bond covering the plan2014-09-30$500,000
Assets. Value of tangible personal property2014-09-30$14,378
Total contributions received or receivable from participants2014-09-30$31,400
Expenses. Other expenses not covered elsewhere2014-09-30$8,044
Other income received2014-09-30$294,549
Net income (gross income less expenses)2014-09-30$356,915
Net plan assets at end of year (total assets less liabilities)2014-09-30$3,671,425
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$3,314,510
Total contributions received or receivable from employer(s)2014-09-30$39,010
2013 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$429,954
Expenses. Total of all expenses incurred2013-09-30$7,549
Total plan assets at end of year2013-09-30$3,314,510
Total plan assets at beginning of year2013-09-30$2,892,105
Value of fidelity bond covering the plan2013-09-30$500,000
Assets. Value of tangible personal property2013-09-30$14,378
Total contributions received or receivable from participants2013-09-30$19,725
Expenses. Other expenses not covered elsewhere2013-09-30$7,549
Other income received2013-09-30$370,085
Net income (gross income less expenses)2013-09-30$422,405
Net plan assets at end of year (total assets less liabilities)2013-09-30$3,314,510
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,892,105
Total contributions received or receivable from employer(s)2013-09-30$40,144
2012 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$476,453
Expenses. Total of all expenses incurred2012-09-30$7,282
Total plan assets at end of year2012-09-30$2,892,105
Total plan assets at beginning of year2012-09-30$2,422,934
Value of fidelity bond covering the plan2012-09-30$500,000
Assets. Value of tangible personal property2012-09-30$14,378
Total contributions received or receivable from participants2012-09-30$18,955
Expenses. Other expenses not covered elsewhere2012-09-30$7,282
Other income received2012-09-30$414,280
Net income (gross income less expenses)2012-09-30$469,171
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,892,105
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,422,934
Total contributions received or receivable from employer(s)2012-09-30$43,218
2011 : JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$-69,089
Expenses. Total of all expenses incurred2011-09-30$8,459
Total plan assets at end of year2011-09-30$2,422,934
Total plan assets at beginning of year2011-09-30$2,500,482
Value of fidelity bond covering the plan2011-09-30$500,000
Assets. Value of tangible personal property2011-09-30$14,378
Total contributions received or receivable from participants2011-09-30$24,080
Expenses. Other expenses not covered elsewhere2011-09-30$8,459
Other income received2011-09-30$-134,990
Net income (gross income less expenses)2011-09-30$-77,548
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,422,934
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,500,482
Total contributions received or receivable from employer(s)2011-09-30$41,821

Form 5500 Responses for JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN

2017: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JAMES L VADEN DDS MS PC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JAMES L VADEN DDS MS PC 401K 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 - TrustYes
2012: JAMES L VADEN DDS MS PC 401K 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 - TrustYes
2011: JAMES L VADEN DDS MS PC 401K 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 - TrustYes
2010: JAMES L VADEN DDS MS PC 401K 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 - TrustYes

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