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KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameKEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST
Plan identification number 001

KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEVIN J. HALLGARTH D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:KEVIN J. HALLGARTH D.D.S.
Employer identification number (EIN):341780857
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KEVIN J. HALLGARTH
0012011-01-01KEVIN J. HALLGARTH
0012010-01-01KEVIN J. HALLGARTH
0012009-01-01KEVIN J. HALLGARTH

Plan Statistics for KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST

401k plan membership statisitcs for KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST

Measure Date Value
2016: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-012
2015: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2010: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST

Measure Date Value
2016 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$29,383
Expenses. Total of all expenses incurred2016-12-31$21,821
Benefits paid (including direct rollovers)2016-12-31$21,821
Total plan assets at end of year2016-12-31$360,856
Total plan assets at beginning of year2016-12-31$353,294
Value of fidelity bond covering the plan2016-12-31$80,000
Other income received2016-12-31$26,666
Net income (gross income less expenses)2016-12-31$7,562
Net plan assets at end of year (total assets less liabilities)2016-12-31$360,856
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$353,294
Total contributions received or receivable from employer(s)2016-12-31$2,717
2015 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$7,135
Total plan assets at end of year2015-12-31$353,294
Total plan assets at beginning of year2015-12-31$346,159
Value of fidelity bond covering the plan2015-12-31$80,000
Other income received2015-12-31$3,975
Net income (gross income less expenses)2015-12-31$7,135
Net plan assets at end of year (total assets less liabilities)2015-12-31$353,294
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$346,159
Total contributions received or receivable from employer(s)2015-12-31$3,160
2014 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$42,626
Total plan assets at end of year2014-12-31$346,159
Total plan assets at beginning of year2014-12-31$303,533
Value of fidelity bond covering the plan2014-12-31$80,000
Other income received2014-12-31$39,452
Net income (gross income less expenses)2014-12-31$42,626
Net plan assets at end of year (total assets less liabilities)2014-12-31$346,159
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$303,533
Total contributions received or receivable from employer(s)2014-12-31$3,174
2013 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$93,844
Expenses. Total of all expenses incurred2013-12-31$135,286
Benefits paid (including direct rollovers)2013-12-31$135,286
Total plan assets at end of year2013-12-31$303,533
Total plan assets at beginning of year2013-12-31$344,975
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$0
Other income received2013-12-31$90,690
Net income (gross income less expenses)2013-12-31$-41,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$303,533
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$344,975
Total contributions received or receivable from employer(s)2013-12-31$3,154
2012 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$56,630
Total plan assets at end of year2012-12-31$344,975
Total plan assets at beginning of year2012-12-31$288,345
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$7,726
Other income received2012-12-31$44,199
Net income (gross income less expenses)2012-12-31$56,630
Net plan assets at end of year (total assets less liabilities)2012-12-31$344,975
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$288,345
Total contributions received or receivable from employer(s)2012-12-31$4,705
2011 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$1,018
Total plan assets at end of year2011-12-31$288,345
Total plan assets at beginning of year2011-12-31$287,327
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$10,893
Other income received2011-12-31$-15,243
Net income (gross income less expenses)2011-12-31$1,018
Net plan assets at end of year (total assets less liabilities)2011-12-31$288,345
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$287,327
Total contributions received or receivable from employer(s)2011-12-31$5,368
2010 : KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$64,679
Expenses. Total of all expenses incurred2010-12-31$8,780
Benefits paid (including direct rollovers)2010-12-31$8,780
Total plan assets at end of year2010-12-31$287,327
Total plan assets at beginning of year2010-12-31$231,428
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$11,183
Other income received2010-12-31$48,065
Net income (gross income less expenses)2010-12-31$55,899
Net plan assets at end of year (total assets less liabilities)2010-12-31$287,327
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$231,428
Total contributions received or receivable from employer(s)2010-12-31$5,431

Form 5500 Responses for KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST

2016: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 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: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 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: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KEVIN J. HALLGARTH, D.D.S., INC. 401K SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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