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JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN
Plan identification number 003

JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

JAMES G. HEFFERNAN, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. HEFFERNAN, DDS, PC
Employer identification number (EIN):364066500
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01JAMES HEFFERNAN
0032013-01-01JAMES HEFFERNAN
0032012-01-01JAMES HEFFERNAN
0032011-01-01JAMES HEFFERNAN

Plan Statistics for JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014: JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014 : JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Expenses. Total of all expenses incurred2014-08-31$367,741
Benefits paid (including direct rollovers)2014-08-31$367,741
Total plan assets at end of year2014-08-31$0
Total plan assets at beginning of year2014-08-31$367,741
Net income (gross income less expenses)2014-08-31$-367,741
Net plan assets at end of year (total assets less liabilities)2014-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$367,741
Expenses. Total of all expenses incurred2014-04-30$367,741
Benefits paid (including direct rollovers)2014-04-30$367,741
Total plan assets at end of year2014-04-30$0
Total plan assets at beginning of year2014-04-30$367,741
Net income (gross income less expenses)2014-04-30$-367,741
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$367,741
2013 : JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$152,351
Total plan assets at end of year2013-12-31$367,741
Total plan assets at beginning of year2013-12-31$215,390
Other income received2013-12-31$27,351
Net income (gross income less expenses)2013-12-31$152,351
Net plan assets at end of year (total assets less liabilities)2013-12-31$367,741
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$215,390
Total contributions received or receivable from employer(s)2013-12-31$125,000
2012 : JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$113,667
Total plan assets at end of year2012-12-31$215,390
Total plan assets at beginning of year2012-12-31$101,723
Other income received2012-12-31$8,667
Net income (gross income less expenses)2012-12-31$113,667
Net plan assets at end of year (total assets less liabilities)2012-12-31$215,390
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$101,723
Total contributions received or receivable from employer(s)2012-12-31$105,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$101,723
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$101,723
Total plan assets at beginning of year2011-12-31$0
Other income received2011-12-31$923
Net income (gross income less expenses)2011-12-31$101,723
Net plan assets at end of year (total assets less liabilities)2011-12-31$101,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$100,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN

2014: JAMES G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION 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 G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION 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 G. HEFFERNAN, DDS, PC OWNER DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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