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JAMES G DALE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES G DALE PROFIT SHARING PLAN
Plan identification number 001

JAMES G DALE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES G DALE DC has sponsored the creation of one or more 401k plans.

Company Name:JAMES G DALE DC
Employer identification number (EIN):541237452
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G DALE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ANITA S. FINKEL2017-10-11 ANITA S. FINKEL2017-10-11
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANITA S. FINKEL
0012011-01-01ANITA S. FINKEL
0012010-01-01ANITA S. FINKEL2017-11-06 ANITA S. FINKEL2017-11-06

Plan Statistics for JAMES G DALE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES G DALE PROFIT SHARING PLAN

Measure Date Value
2012: JAMES G DALE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
2011: JAMES G DALE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-019
Total of all active and inactive participants2011-01-019
Total participants2011-01-019
Number of participants with account balances2011-01-019

Financial Data on JAMES G DALE PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES G DALE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$123,115
Expenses. Total of all expenses incurred2012-12-31$200
Total plan assets at end of year2012-12-31$1,080,917
Total plan assets at beginning of year2012-12-31$958,002
Other income received2012-12-31$89,039
Net income (gross income less expenses)2012-12-31$122,915
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,080,917
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$958,002
Assets. Value of participant loans2012-12-31$229,300
Total contributions received or receivable from employer(s)2012-12-31$34,076
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$200
2011 : JAMES G DALE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$68,487
Expenses. Total of all expenses incurred2011-12-31$42,751
Total plan assets at end of year2011-12-31$958,002
Total plan assets at beginning of year2011-12-31$932,266
Expenses. Other expenses not covered elsewhere2011-12-31$42,701
Other income received2011-12-31$34,765
Net income (gross income less expenses)2011-12-31$25,736
Net plan assets at end of year (total assets less liabilities)2011-12-31$958,002
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$932,266
Assets. Value of participant loans2011-12-31$213,676
Total contributions received or receivable from employer(s)2011-12-31$33,722
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50

Form 5500 Responses for JAMES G DALE PROFIT SHARING PLAN

2012: JAMES G DALE 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: JAMES G DALE 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

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