JAMES E HEREFORD DDS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| 2015: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| 2014: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| 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 | 6 |
| Total participants | 2012-01-01 | 6 |
| 2011: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 6 |
| 2010: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 6 |
| Total participants | 2010-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2016 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $9,435 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,042,187 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,029,852 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $2,032,752 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $12,335 |
| Other income received | 2016-12-31 | $9,435 |
| Net income (gross income less expenses) | 2016-12-31 | $-2,032,752 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,032,752 |
| 2015 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $13,157 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,050 |
| Total plan assets at end of year | 2015-12-31 | $2,032,752 |
| Total plan assets at beginning of year | 2015-12-31 | $2,037,645 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18,050 |
| Other income received | 2015-12-31 | $-25,762 |
| Net income (gross income less expenses) | 2015-12-31 | $-4,893 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,032,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,037,645 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $38,919 |
| 2014 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $142,787 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $92,857 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $76,626 |
| Total plan assets at end of year | 2014-12-31 | $2,037,645 |
| Total plan assets at beginning of year | 2014-12-31 | $1,987,715 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $16,231 |
| Other income received | 2014-12-31 | $101,453 |
| Net income (gross income less expenses) | 2014-12-31 | $49,930 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,037,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,987,715 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,334 |
| 2013 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $416,196 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $56,045 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $42,000 |
| Total plan assets at end of year | 2013-12-31 | $1,987,715 |
| Total plan assets at beginning of year | 2013-12-31 | $1,627,564 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $14,045 |
| Other income received | 2013-12-31 | $360,905 |
| Net income (gross income less expenses) | 2013-12-31 | $360,151 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,987,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,627,564 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $55,291 |
| 2012 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $216,798 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,147 |
| Total plan assets at end of year | 2012-12-31 | $1,627,564 |
| Total plan assets at beginning of year | 2012-12-31 | $1,422,913 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $12,147 |
| Other income received | 2012-12-31 | $178,630 |
| Net income (gross income less expenses) | 2012-12-31 | $204,651 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,627,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,422,913 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $38,168 |
| 2011 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-15,059 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,405 |
| Total plan assets at end of year | 2011-12-31 | $1,422,913 |
| Total plan assets at beginning of year | 2011-12-31 | $1,449,377 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,405 |
| Other income received | 2011-12-31 | $-50,799 |
| Net income (gross income less expenses) | 2011-12-31 | $-26,464 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,422,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,449,377 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $35,740 |
| 2010 : JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $243,749 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $165,262 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $154,428 |
| Total plan assets at end of year | 2010-12-31 | $1,449,377 |
| Total plan assets at beginning of year | 2010-12-31 | $1,370,890 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,834 |
| Other income received | 2010-12-31 | $165,057 |
| Net income (gross income less expenses) | 2010-12-31 | $78,487 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,449,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,370,890 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $78,692 |
| 2016: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E HEREFORD DDS PENSION AND PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $867 | | Total amount of fees paid to insurance company | USD $350 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $717 | | Amount paid for insurance broker fees | 337 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | PILLARS FNCL LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $992 | | Total amount of fees paid to insurance company | USD $594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $776 | | Amount paid for insurance broker fees | 545 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT SKAGGS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $597 | | Total amount of fees paid to insurance company | USD $610 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $445 | | Amount paid for insurance broker fees | 591 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT SKAGGS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $620 | | Total amount of fees paid to insurance company | USD $527 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $206 | | Amount paid for insurance broker fees | 41 | | Insurance broker name | ROBERT E PEARSON JR |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $126 | | Total amount of fees paid to insurance company | USD $1,472 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 17572 |
| Policy instance | 1 |
| Insurance contract or identification number | 17572 | | Total amount of commissions paid to insurance broker | USD $341 | | Total amount of fees paid to insurance company | USD $1,063 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $341 | | Amount paid for insurance broker fees | 1063 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | FRANK FISHER JR |
|
