WILLIAM E. VIRTUE, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K)
401k plan membership statisitcs for WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K)
| Measure | Date | Value |
|---|
| 2017: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| 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 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| 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 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 9 |
| Number of participants with account balances | 2015-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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 | 8 |
| 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 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| 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 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2017 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $564,539 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,128 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,028 |
| Total plan assets at end of year | 2017-12-31 | $2,413,038 |
| Total plan assets at beginning of year | 2017-12-31 | $1,849,627 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $38,997 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $61,838 |
| Other income received | 2017-12-31 | $411,458 |
| Net income (gross income less expenses) | 2017-12-31 | $563,411 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,413,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,849,627 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $52,246 |
| 2016 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $219,387 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $650,655 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $650,580 |
| Total plan assets at end of year | 2016-12-31 | $1,849,627 |
| Total plan assets at beginning of year | 2016-12-31 | $2,280,895 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $39,992 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $75 |
| Other income received | 2016-12-31 | $126,095 |
| Net income (gross income less expenses) | 2016-12-31 | $-431,268 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,849,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,280,895 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $53,300 |
| 2015 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $75,058 |
| Total plan assets at end of year | 2015-12-31 | $2,280,895 |
| Total plan assets at beginning of year | 2015-12-31 | $2,205,837 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $51,668 |
| Other income received | 2015-12-31 | $-41,827 |
| Net income (gross income less expenses) | 2015-12-31 | $75,058 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,280,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,205,837 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $65,217 |
| 2014 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $201,805 |
| Total plan assets at end of year | 2014-12-31 | $2,205,837 |
| Total plan assets at beginning of year | 2014-12-31 | $2,004,032 |
| Value of fidelity bond covering the plan | 2014-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $50,458 |
| Other income received | 2014-12-31 | $61,802 |
| Net income (gross income less expenses) | 2014-12-31 | $201,805 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,205,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,004,032 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $89,545 |
| 2013 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $284,085 |
| Total plan assets at end of year | 2013-12-31 | $2,004,032 |
| Total plan assets at beginning of year | 2013-12-31 | $1,719,947 |
| Value of fidelity bond covering the plan | 2013-12-31 | $205,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $53,703 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $40,680 |
| Other income received | 2013-12-31 | $103,617 |
| Net income (gross income less expenses) | 2013-12-31 | $284,085 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,004,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,719,947 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $86,085 |
| 2012 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $221,284 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,198 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,123 |
| Total plan assets at end of year | 2012-12-31 | $1,719,947 |
| Total plan assets at beginning of year | 2012-12-31 | $1,500,861 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $50,221 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $75 |
| Other income received | 2012-12-31 | $88,404 |
| Net income (gross income less expenses) | 2012-12-31 | $219,086 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,719,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,500,861 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $82,659 |
| 2011 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $78,441 |
| Total plan assets at end of year | 2011-12-31 | $1,500,861 |
| Total plan assets at beginning of year | 2011-12-31 | $1,422,420 |
| Value of fidelity bond covering the plan | 2011-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $52,830 |
| Other income received | 2011-12-31 | $-37,414 |
| Net income (gross income less expenses) | 2011-12-31 | $78,441 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,500,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,422,420 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $63,025 |
| 2010 : WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $232,885 |
| Total plan assets at end of year | 2010-12-31 | $1,422,420 |
| Total plan assets at beginning of year | 2010-12-31 | $1,189,535 |
| Value of fidelity bond covering the plan | 2010-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $48,952 |
| Other income received | 2010-12-31 | $116,418 |
| Net income (gross income less expenses) | 2010-12-31 | $232,885 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,422,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,189,535 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $67,515 |
| 2017: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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: WILLIAM E. VIRTUE, DDS & STAFF S.H. 401(K) 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 |
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,285 | | Are there contracts with allocated funds for group deferred annuity? | 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 $3,272 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,606 | | Are there contracts with allocated funds for group deferred annuity? | 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 $3,691 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7,157 | | Are there contracts with allocated funds for group deferred annuity? | 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 $3,486 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,165 | | Are there contracts with allocated funds for group deferred annuity? | 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 $3,407 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,688 | | Are there contracts with allocated funds for group deferred annuity? | 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 $2,844 | | Insurance broker organization code? | 3 | | Insurance broker name | STEVEN F. GOLDEN |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,616 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | GP2726 |
| Policy instance | 1 |
| Insurance contract or identification number | GP2726 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $4,793 | | Are there contracts with allocated funds for group deferred annuity? | 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 $2,328 | | Insurance broker organization code? | 3 | | Insurance broker name | GOLDEN MACK & ASSOCIATES, INC |
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