DUNCAN HOWARD, D.D.S., A PROF. CORP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN
401k plan membership statisitcs for DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-1,951 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $24,992 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $24,057 |
| Total plan assets at end of year | 2022-12-31 | $747,706 |
| Total plan assets at beginning of year | 2022-12-31 | $774,649 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $80,000 |
| Other income received | 2022-12-31 | $-20,951 |
| Net income (gross income less expenses) | 2022-12-31 | $-26,943 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $747,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $774,649 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $110,922 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $185,102 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $19,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $935 |
| 2021 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $50,741 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $25,383 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $24,448 |
| Total plan assets at end of year | 2021-12-31 | $774,649 |
| Total plan assets at beginning of year | 2021-12-31 | $749,291 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $935 |
| Other income received | 2021-12-31 | $22,741 |
| Net income (gross income less expenses) | 2021-12-31 | $25,358 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $774,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $749,291 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $119,333 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $170,734 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $28,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $39,737 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $57,110 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $56,175 |
| Total plan assets at end of year | 2020-12-31 | $749,291 |
| Total plan assets at beginning of year | 2020-12-31 | $766,664 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $935 |
| Other income received | 2020-12-31 | $16,237 |
| Net income (gross income less expenses) | 2020-12-31 | $-17,373 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $749,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $766,664 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $119,333 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $167,232 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $23,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $170,386 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $19,038 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $18,103 |
| Total plan assets at end of year | 2019-12-31 | $766,664 |
| Total plan assets at beginning of year | 2019-12-31 | $615,316 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $80,000 |
| Other income received | 2019-12-31 | $143,886 |
| Net income (gross income less expenses) | 2019-12-31 | $151,348 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $766,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $615,316 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $119,333 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $167,056 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $935 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $13,457 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,031 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $18,096 |
| Total plan assets at end of year | 2018-12-31 | $615,316 |
| Total plan assets at beginning of year | 2018-12-31 | $620,890 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $80,000 |
| Other income received | 2018-12-31 | $-13,043 |
| Net income (gross income less expenses) | 2018-12-31 | $-5,574 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $615,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $620,890 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,098 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $162,121 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $935 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $34,708 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $935 |
| Total plan assets at end of year | 2017-12-31 | $620,890 |
| Total plan assets at beginning of year | 2017-12-31 | $587,117 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $80,000 |
| Other income received | 2017-12-31 | $8,208 |
| Net income (gross income less expenses) | 2017-12-31 | $33,773 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $620,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $587,117 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $7,693 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $162,220 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $935 |
| 2016 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $34,233 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $935 |
| Total plan assets at end of year | 2016-12-31 | $587,117 |
| Total plan assets at beginning of year | 2016-12-31 | $553,819 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $80,000 |
| Other income received | 2016-12-31 | $7,733 |
| Net income (gross income less expenses) | 2016-12-31 | $33,298 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $587,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $553,819 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $13,537 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $162,530 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $935 |
| 2015 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $24,731 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $935 |
| Total plan assets at end of year | 2015-12-31 | $553,819 |
| Total plan assets at beginning of year | 2015-12-31 | $530,023 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $935 |
| Other income received | 2015-12-31 | $-1,769 |
| Net income (gross income less expenses) | 2015-12-31 | $23,796 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $553,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $530,023 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $15,951 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $162,866 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $26,500 |
| 2014 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $30,008 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $935 |
| Total plan assets at end of year | 2014-12-31 | $530,023 |
| Total plan assets at beginning of year | 2014-12-31 | $500,950 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $80,000 |
| Other income received | 2014-12-31 | $3,508 |
| Net income (gross income less expenses) | 2014-12-31 | $29,073 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $530,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $500,950 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $17,381 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $163,126 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $935 |
| 2013 : DUNCAN HOWARD, D.D.S., A PROF. CORP. 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 | $30,645 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $935 |
| Total plan assets at end of year | 2013-12-31 | $500,950 |
| Total plan assets at beginning of year | 2013-12-31 | $471,240 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $24,774 |
| Other income received | 2013-12-31 | $4,145 |
| Net income (gross income less expenses) | 2013-12-31 | $29,710 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $500,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $471,240 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $80,000 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $181,537 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $935 |
| 2012 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $34,743 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $935 |
| Total plan assets at end of year | 2012-12-31 | $471,240 |
| Total plan assets at beginning of year | 2012-12-31 | $437,432 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $935 |
| Other income received | 2012-12-31 | $8,243 |
| Net income (gross income less expenses) | 2012-12-31 | $33,808 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $471,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $437,432 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $80,000 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $148,500 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $26,500 |
| 2011 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| 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 | $27,854 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $935 |
| Total plan assets at end of year | 2011-12-31 | $437,432 |
| Total plan assets at beginning of year | 2011-12-31 | $410,513 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $935 |
| Other income received | 2011-12-31 | $1,354 |
| Net income (gross income less expenses) | 2011-12-31 | $26,919 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $437,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $410,513 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $80,000 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $148,500 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,500 |
| 2010 : DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $-33,047 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $935 |
| Total plan assets at end of year | 2010-12-31 | $410,513 |
| Total plan assets at beginning of year | 2010-12-31 | $444,495 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $935 |
| Other income received | 2010-12-31 | $-59,547 |
| Net income (gross income less expenses) | 2010-12-31 | $-33,982 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $410,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $444,495 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $178,500 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,500 |
| 2022: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 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 | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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 |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DUNCAN HOWARD, D.D.S., A PROF. CORP. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 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 |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DUNCAN HOWARD, D.D.S., A PROF. CORP. 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 |
| 2009: DUNCAN HOWARD, D.D.S., A PROF. CORP. 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 |
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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? | 0 | | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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? | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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? | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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? | 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? | No | | 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 |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
| Policy contract number | UME160504L |
| Policy instance | 1 |
| Insurance contract or identification number | UME160504L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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? | 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? | No | | 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 |
|
