Logo

TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

TIMOTHY A. HARPER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:TIMOTHY A. HARPER, D.D.S.
Employer identification number (EIN):391686204
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIMOTHY A. HARPER, D.D.S.2024-10-11
0012022-01-01TIMOTHY A. HARPER, D.D.S.2023-05-23
0012021-01-01TIMOTHY A. HARPER, D.D.S.2022-10-14
0012021-01-01TIMOTHY A. HARPER, D.D.S.2023-05-31
0012020-01-01TIMOTHY A. HARPER, D.D.S.2021-06-15
0012019-01-01TIMOTHY A. HARPER, D.D.S.2020-08-24
0012018-01-01TIMOTHY A. HARPER, D.D.S.2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TIMOTHY A. HARPER, D.D.S.
0012013-01-01TIMOTHY A. HARPER, D.D.S.
0012012-01-01TIMOTHY A. HARPER, D.D.S.
0012011-01-01TIMOTHY A. HARPER, D.D.S.
0012010-01-01TIMOTHY A. HARPER, D.D.S.
0012009-01-01TIMOTHY HARPER

Plan Statistics for TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 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
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 participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 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
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 participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$154,368
Expenses. Total of all expenses incurred2023-12-31$80,347
Benefits paid (including direct rollovers)2023-12-31$70,618
Total plan assets at end of year2023-12-31$1,013,270
Total plan assets at beginning of year2023-12-31$939,249
Value of fidelity bond covering the plan2023-12-31$100,000
Total contributions received or receivable from participants2023-12-31$17,540
Other income received2023-12-31$134,419
Net income (gross income less expenses)2023-12-31$74,021
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,013,270
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$939,249
Assets. Value of assets in partnership/joint-venture interests2023-12-31$13,868
Total contributions received or receivable from employer(s)2023-12-31$2,409
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$9,729
2022 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-127,283
Expenses. Total of all expenses incurred2022-12-31$8,969
Total plan assets at end of year2022-12-31$939,249
Total plan assets at beginning of year2022-12-31$1,075,501
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$29,140
Other income received2022-12-31$-164,178
Net income (gross income less expenses)2022-12-31$-136,252
Net plan assets at end of year (total assets less liabilities)2022-12-31$939,249
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,075,501
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$27,951
Total contributions received or receivable from employer(s)2022-12-31$7,755
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,969
2021 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$127,623
Expenses. Total of all expenses incurred2021-12-31$9,543
Total plan assets at end of year2021-12-31$1,051,567
Total plan assets at beginning of year2021-12-31$933,487
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$11,793
Contributions received from other sources (not participants or employers)2021-12-31$3,469
Other income received2021-12-31$85,061
Net income (gross income less expenses)2021-12-31$118,080
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,051,567
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$933,487
Assets. Value of participant loans2021-12-31$6,131
Assets. Value of assets in partnership/joint-venture interests2021-12-31$27,038
Total contributions received or receivable from employer(s)2021-12-31$27,300
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$148,542
Expenses. Total of all expenses incurred2020-12-31$683,235
Benefits paid (including direct rollovers)2020-12-31$671,361
Total plan assets at end of year2020-12-31$933,487
Total plan assets at beginning of year2020-12-31$1,468,180
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$35,052
Other income received2020-12-31$107,698
Net income (gross income less expenses)2020-12-31$-534,693
Net plan assets at end of year (total assets less liabilities)2020-12-31$933,487
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,468,180
Assets. Value of participant loans2020-12-31$16,664
Assets. Value of assets in partnership/joint-venture interests2020-12-31$27,043
Total contributions received or receivable from employer(s)2020-12-31$5,792
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$314,913
Expenses. Total of all expenses incurred2019-12-31$12,663
Total plan assets at end of year2019-12-31$1,468,180
Total plan assets at beginning of year2019-12-31$1,165,930
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$41,326
Other income received2019-12-31$264,802
Net income (gross income less expenses)2019-12-31$302,250
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,468,180
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,165,930
Assets. Value of participant loans2019-12-31$24,668
Assets. Value of assets in partnership/joint-venture interests2019-12-31$41,655
Total contributions received or receivable from employer(s)2019-12-31$8,785
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-15,931
Expenses. Total of all expenses incurred2018-12-31$11,285
Total plan assets at end of year2018-12-31$1,165,930
Total plan assets at beginning of year2018-12-31$1,193,146
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$52,245
Other income received2018-12-31$-77,617
Net income (gross income less expenses)2018-12-31$-27,216
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,165,930
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,193,146
Assets. Value of participant loans2018-12-31$35,955
Assets. Value of assets in partnership/joint-venture interests2018-12-31$60,825
Total contributions received or receivable from employer(s)2018-12-31$9,441
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$211,707
Expenses. Total of all expenses incurred2017-12-31$79,951
Benefits paid (including direct rollovers)2017-12-31$71,000
Total plan assets at end of year2017-12-31$1,193,146
Total plan assets at beginning of year2017-12-31$1,061,390
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$43,255
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$159,239
Net income (gross income less expenses)2017-12-31$131,756
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,193,146
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,061,390
Assets. Value of participant loans2017-12-31$17,193
Assets. Value of assets in partnership/joint-venture interests2017-12-31$74,314
Total contributions received or receivable from employer(s)2017-12-31$9,213
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,951
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$124,006
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,061,390
Total plan assets at beginning of year2016-12-31$937,384
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$47,038
Other income received2016-12-31$67,662
Net income (gross income less expenses)2016-12-31$124,006
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,061,390
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$937,384
Assets. Value of participant loans2016-12-31$26,980
Assets. Value of assets in partnership/joint-venture interests2016-12-31$68,776
Total contributions received or receivable from employer(s)2016-12-31$9,306
2015 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$32,105
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$937,384
Total plan assets at beginning of year2015-12-31$905,279
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$46,717
Other income received2015-12-31$-24,009
Net income (gross income less expenses)2015-12-31$32,105
Net plan assets at end of year (total assets less liabilities)2015-12-31$937,384
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$905,279
Assets. Value of participant loans2015-12-31$36,146
Assets. Value of assets in partnership/joint-venture interests2015-12-31$66,479
Total contributions received or receivable from employer(s)2015-12-31$9,397
2014 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$98,762
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$905,279
Total plan assets at beginning of year2014-12-31$806,517
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$45,464
Other income received2014-12-31$44,454
Net income (gross income less expenses)2014-12-31$98,762
Net plan assets at end of year (total assets less liabilities)2014-12-31$905,279
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$806,517
Assets. Value of participant loans2014-12-31$24,980
Assets. Value of assets in partnership/joint-venture interests2014-12-31$65,518
Total contributions received or receivable from employer(s)2014-12-31$8,844
2013 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$171,448
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$806,517
Total plan assets at beginning of year2013-12-31$635,069
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$44,995
Other income received2013-12-31$117,098
Net income (gross income less expenses)2013-12-31$171,448
Net plan assets at end of year (total assets less liabilities)2013-12-31$806,517
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$635,069
Assets. Value of participant loans2013-12-31$35,771
Assets. Value of assets in partnership/joint-venture interests2013-12-31$60,268
Total contributions received or receivable from employer(s)2013-12-31$9,355
2012 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$104,790
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$635,069
Total plan assets at beginning of year2012-12-31$530,279
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$41,548
Other income received2012-12-31$53,711
Net income (gross income less expenses)2012-12-31$104,790
Net plan assets at end of year (total assets less liabilities)2012-12-31$635,069
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$530,279
Assets. Value of participant loans2012-12-31$21,773
Assets. Value of assets in partnership/joint-venture interests2012-12-31$55,547
Total contributions received or receivable from employer(s)2012-12-31$9,531
2011 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,906
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$530,279
Total plan assets at beginning of year2011-12-31$509,373
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$34,085
Other income received2011-12-31$-20,464
Net income (gross income less expenses)2011-12-31$20,906
Net plan assets at end of year (total assets less liabilities)2011-12-31$530,279
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$509,373
Assets. Value of participant loans2011-12-31$32,334
Assets. Value of assets in partnership/joint-venture interests2011-12-31$51,706
Total contributions received or receivable from employer(s)2011-12-31$7,285
2010 : TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$76,653
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$509,373
Total plan assets at beginning of year2010-12-31$432,720
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$29,016
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$37,903
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$76,653
Net plan assets at end of year (total assets less liabilities)2010-12-31$509,373
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$432,720
Assets. Value of participant loans2010-12-31$43,508
Assets. Value of assets in partnership/joint-venture interests2010-12-31$50,011
Total contributions received or receivable from employer(s)2010-12-31$9,734
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN

2023: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2010: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TIMOTHY A. HARPER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $472
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $454
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees454
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $473
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees473
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $614
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees614
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $625
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees625
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127383
Policy instance 1
Insurance contract or identification number127383
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $580
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees580
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker organization code?5

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1