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WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN
Plan identification number 001

WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

WILLIAM G. HORBALY has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM G. HORBALY
Employer identification number (EIN):541873452
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM HORBALY2024-05-07
0012023-01-01WILLIAM HORBALY2024-09-09
0012022-01-01WILLIAM HORBALY2023-06-12
0012021-01-01WILLIAM HORBALY2022-10-11
0012020-01-01WILLIAM HORBALY2021-05-03
0012019-01-01WILLIAM HORBALY2020-06-22
0012018-01-01WILLIAM HORBALY2019-07-17
0012017-01-01WILLIAM HORBALY2018-06-12
0012016-01-01WILLIAM HORBALY2017-04-11
0012015-01-01WILLIAM HORBALY2016-10-07
0012014-01-01WILLIAM HORBALY2015-10-07
0012013-01-01WILLIAM HORBALY WILLIAM HORBALY2014-07-03
0012012-01-01WILLIAM HORBALY WILLIAM HORBALY2014-02-10
0012011-01-01WILLIAM HORBALY
0012010-01-01WILLIAM HORBALY
0012009-01-01WILLIAM HORBALY

Plan Statistics for WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN

Measure Date Value
2013: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
2010: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-018
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
2009: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN

Measure Date Value
2013 : WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$249,439
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,317,448
Total plan assets at beginning of year2013-12-31$1,068,009
Total contributions received or receivable from participants2013-12-31$45,000
Other income received2013-12-31$191,426
Net income (gross income less expenses)2013-12-31$249,439
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,317,448
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,068,009
Assets. Value of participant loans2013-12-31$25,510
Total contributions received or receivable from employer(s)2013-12-31$13,013
2012 : WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$169,247
Expenses. Total of all expenses incurred2012-12-31$21,977
Benefits paid (including direct rollovers)2012-12-31$21,977
Total plan assets at end of year2012-12-31$1,068,009
Total plan assets at beginning of year2012-12-31$920,739
Total contributions received or receivable from participants2012-12-31$38,500
Other income received2012-12-31$80,005
Net income (gross income less expenses)2012-12-31$169,247
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,068,009
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$920,739
Assets. Value of participant loans2012-12-31$13,545
Assets. Value of assets in partnership/joint-venture interests2012-12-31$56,486
Total contributions received or receivable from employer(s)2012-12-31$50,742
2011 : WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$115,979
Total plan assets at end of year2011-12-31$920,739
Total plan assets at beginning of year2011-12-31$804,760
Other income received2011-12-31$31,059
Net income (gross income less expenses)2011-12-31$115,979
Net plan assets at end of year (total assets less liabilities)2011-12-31$920,739
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$804,760
Assets. Value of participant loans2011-12-31$18,507
Assets. Value of assets in partnership/joint-venture interests2011-12-31$78,753
Total contributions received or receivable from employer(s)2011-12-31$84,920
2010 : WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$153,594
Total plan assets at end of year2010-12-31$804,760
Total plan assets at beginning of year2010-12-31$651,166
Other income received2010-12-31$69,235
Net income (gross income less expenses)2010-12-31$153,594
Net plan assets at end of year (total assets less liabilities)2010-12-31$804,760
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$651,166
Assets. Value of participant loans2010-12-31$23,227
Assets. Value of assets in partnership/joint-venture interests2010-12-31$50,695
Total contributions received or receivable from employer(s)2010-12-31$84,359

Form 5500 Responses for WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN

2013: WILLIAM G. HORBALY, DDS, MS, MDS LTD 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: WILLIAM G. HORBALY, DDS, MS, MDS LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: WILLIAM G. HORBALY, DDS, MS, MDS LTD 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: WILLIAM G. HORBALY, DDS, MS, MDS LTD 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: WILLIAM G. HORBALY, DDS, MS, MDS LTD 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

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