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JAMES R BULL DMD PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R BULL DMD PROFIT SHARING PLAN
Plan identification number 002

JAMES R BULL DMD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES R. BULL DMD has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. BULL DMD
Employer identification number (EIN):231986259
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R BULL DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JERRY L. MCCLELLAN
0022013-01-01JERRY L. MCCLELLAN
0022012-01-01JAMES R. BULL
0022011-01-01JAMES R. BULL
0022009-01-01DR. JAMES R. BULL

Plan Statistics for JAMES R BULL DMD PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES R BULL DMD PROFIT SHARING PLAN

Measure Date Value
2014: JAMES R BULL DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES R BULL DMD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES R BULL DMD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: JAMES R BULL DMD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: JAMES R BULL DMD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on JAMES R BULL DMD PROFIT SHARING PLAN

Measure Date Value
2014 : JAMES R BULL DMD PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-05-05$-855,559
Total plan liabilities at beginning of year2014-05-05$150
Total income from all sources2014-05-05$15,068
Total plan assets at end of year2014-05-05$0
Total plan assets at beginning of year2014-05-05$840,641
Value of fidelity bond covering the plan2014-05-05$74,382
Other income received2014-05-05$15,068
Net income (gross income less expenses)2014-05-05$15,068
Net plan assets at end of year (total assets less liabilities)2014-05-05$0
Net plan assets at beginning of year (total assets less liabilities)2014-05-05$840,491
2013 : JAMES R BULL DMD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$150
Total plan liabilities at beginning of year2013-12-31$150
Total income from all sources2013-12-31$85,554
Expenses. Total of all expenses incurred2013-12-31$100
Total plan assets at end of year2013-12-31$840,641
Total plan assets at beginning of year2013-12-31$755,187
Value of fidelity bond covering the plan2013-12-31$74,382
Other income received2013-12-31$76,197
Net income (gross income less expenses)2013-12-31$85,454
Net plan assets at end of year (total assets less liabilities)2013-12-31$840,491
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$755,037
Total contributions received or receivable from employer(s)2013-12-31$9,357
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : JAMES R BULL DMD PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$77,953
Expenses. Total of all expenses incurred2012-12-31$100
Total plan assets at end of year2012-12-31$755,037
Total plan assets at beginning of year2012-12-31$677,184
Value of fidelity bond covering the plan2012-12-31$74,382
Expenses. Other expenses not covered elsewhere2012-12-31$100
Other income received2012-12-31$66,858
Net income (gross income less expenses)2012-12-31$77,853
Net plan assets at end of year (total assets less liabilities)2012-12-31$755,037
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$677,184
Total contributions received or receivable from employer(s)2012-12-31$11,095
2011 : JAMES R BULL DMD PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$22,183
Expenses. Total of all expenses incurred2011-12-31$100
Total plan assets at end of year2011-12-31$677,184
Total plan assets at beginning of year2011-12-31$655,100
Expenses. Other expenses not covered elsewhere2011-12-31$100
Other income received2011-12-31$10,740
Net income (gross income less expenses)2011-12-31$22,083
Net plan assets at end of year (total assets less liabilities)2011-12-31$677,184
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$655,100
Total contributions received or receivable from employer(s)2011-12-31$11,443
2010 : JAMES R BULL DMD PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$66,922
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$655,100
Total plan assets at beginning of year2010-12-31$588,278
Expenses. Other expenses not covered elsewhere2010-12-31$100
Other income received2010-12-31$54,526
Net income (gross income less expenses)2010-12-31$66,822
Net plan assets at end of year (total assets less liabilities)2010-12-31$655,100
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$588,278
Total contributions received or receivable from employer(s)2010-12-31$12,396

Form 5500 Responses for JAMES R BULL DMD PROFIT SHARING PLAN

2014: JAMES R BULL DMD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R BULL DMD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES R BULL DMD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES R BULL DMD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES R BULL DMD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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