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JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN
Plan identification number 004

JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 B. MACOMSON, D.D.S., M.S.O., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JAMES B. MACOMSON, D.D.S., M.S.O., P.A.
Employer identification number (EIN):561189777
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01MATT HALE2024-04-17
0042022-01-01MATT HALE2023-08-15
0042021-01-01MATT HALE2022-05-18
0042021-01-01MATT HALE2022-09-30
0042020-01-01JESSICA E. SIETSEMA2021-07-06
0042019-01-01MATT HALE2020-11-09
0042017-01-01
0042016-01-01
0042015-01-01JAMES MACOMSON JAMES MACOMSON2016-08-31
0042014-01-01JAMES MACOMSON JAMES MACOMSON2015-10-09
0042013-01-01JAMES MACOMSON JAMES MACOMSON2014-10-14
0042012-01-01JAMES MACOMSON JAMES MACOMSON2013-10-02
0042011-01-01JAMES MACOMSON
0042010-01-01JAMES MACOMSON
0042009-01-01JAMES MACOMSON

Plan Statistics for JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN

Measure Date Value
2023: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0111
Number of participants with account balances2023-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-019
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 participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
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 participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0110
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 participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
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 participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0111
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 participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
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 participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN

Measure Date Value
2023 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$391,838
Expenses. Total of all expenses incurred2023-12-31$111,403
Benefits paid (including direct rollovers)2023-12-31$92,373
Total plan assets at end of year2023-12-31$3,066,297
Total plan assets at beginning of year2023-12-31$2,785,862
Total contributions received or receivable from participants2023-12-31$6,765
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$23,111
Other income received2023-12-31$354,149
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$280,435
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,066,297
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,785,862
Assets. Value of assets in partnership/joint-venture interests2023-12-31$49,647
Total contributions received or receivable from employer(s)2023-12-31$7,813
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$19,030
2022 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-569,703
Expenses. Total of all expenses incurred2022-12-31$128,103
Benefits paid (including direct rollovers)2022-12-31$107,000
Total plan assets at end of year2022-12-31$2,785,862
Total plan assets at beginning of year2022-12-31$3,483,668
Total contributions received or receivable from participants2022-12-31$8,061
Expenses. Other expenses not covered elsewhere2022-12-31$21,103
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-586,633
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-697,806
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,785,862
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,483,668
Assets. Value of assets in partnership/joint-venture interests2022-12-31$56,644
Total contributions received or receivable from employer(s)2022-12-31$8,869
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$77,820
Expenses. Total of all expenses incurred2021-12-31$81,991
Benefits paid (including direct rollovers)2021-12-31$59,720
Total plan assets at end of year2021-12-31$3,294,057
Total plan assets at beginning of year2021-12-31$3,298,228
Total contributions received or receivable from participants2021-12-31$7,803
Expenses. Other expenses not covered elsewhere2021-12-31$22,271
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$56,814
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-4,171
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,294,057
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,298,228
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$55,183
Total contributions received or receivable from employer(s)2021-12-31$13,203
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$363,394
Expenses. Total of all expenses incurred2020-12-31$166,683
Benefits paid (including direct rollovers)2020-12-31$166,683
Total plan assets at end of year2020-12-31$3,298,228
Total plan assets at beginning of year2020-12-31$3,101,517
Total contributions received or receivable from participants2020-12-31$7,273
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$342,777
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$196,711
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,298,228
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,101,517
Assets. Value of participant loans2020-12-31$544
Assets. Value of assets in partnership/joint-venture interests2020-12-31$53,174
Total contributions received or receivable from employer(s)2020-12-31$13,344
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$462,986
Expenses. Total of all expenses incurred2019-12-31$133,881
Benefits paid (including direct rollovers)2019-12-31$133,881
Total plan assets at end of year2019-12-31$3,101,517
Total plan assets at beginning of year2019-12-31$2,772,412
Total contributions received or receivable from participants2019-12-31$7,322
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$443,949
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$329,105
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,101,517
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,772,412
Assets. Value of participant loans2019-12-31$1,448
Assets. Value of assets in partnership/joint-venture interests2019-12-31$47,869
Total contributions received or receivable from employer(s)2019-12-31$11,715
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2017 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$758,449
Expenses. Total of all expenses incurred2017-12-31$21,481
Benefits paid (including direct rollovers)2017-12-31$4,625
Total plan assets at end of year2017-12-31$5,167,925
Total plan assets at beginning of year2017-12-31$4,430,957
Total contributions received or receivable from participants2017-12-31$11,896
Expenses. Other expenses not covered elsewhere2017-12-31$16,856
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$700,463
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$736,968
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,167,925
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,430,957
Assets. Value of participant loans2017-12-31$3,159
Total contributions received or receivable from employer(s)2017-12-31$46,090
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$518,758
Expenses. Total of all expenses incurred2016-12-31$164,496
Benefits paid (including direct rollovers)2016-12-31$146,090
Total plan assets at end of year2016-12-31$4,430,957
Total plan assets at beginning of year2016-12-31$4,076,695
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$34,442
Other income received2016-12-31$426,679
Net income (gross income less expenses)2016-12-31$354,262
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,430,957
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,076,695
Assets. Value of participant loans2016-12-31$143
Assets. Value of assets in partnership/joint-venture interests2016-12-31$31,587
Total contributions received or receivable from employer(s)2016-12-31$57,637
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,836
Expenses. Total of all expenses incurred2015-12-31$512,354
Benefits paid (including direct rollovers)2015-12-31$494,609
Total plan assets at end of year2015-12-31$4,076,695
Total plan assets at beginning of year2015-12-31$4,556,213
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$54,636
Other income received2015-12-31$-80,115
Net income (gross income less expenses)2015-12-31$-479,518
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,076,695
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,556,213
Assets. Value of participant loans2015-12-31$978
Assets. Value of assets in partnership/joint-venture interests2015-12-31$79,328
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$2,363
Total contributions received or receivable from employer(s)2015-12-31$58,315
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$49,205
Total income from all sources2014-12-31$236,318
Expenses. Total of all expenses incurred2014-12-31$268,923
Benefits paid (including direct rollovers)2014-12-31$252,299
Total plan assets at end of year2014-12-31$4,556,213
Total plan assets at beginning of year2014-12-31$4,638,023
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$12,907
Other income received2014-12-31$223,136
Net income (gross income less expenses)2014-12-31$-32,605
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,556,213
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,588,818
Assets. Value of participant loans2014-12-31$1,833
Assets. Value of assets in partnership/joint-venture interests2014-12-31$89,119
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$23,762
Total contributions received or receivable from employer(s)2014-12-31$275
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16,624
2013 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$49,205
Total income from all sources2013-12-31$745,540
Expenses. Total of all expenses incurred2013-12-31$149,572
Benefits paid (including direct rollovers)2013-12-31$134,129
Total plan assets at end of year2013-12-31$4,638,023
Total plan assets at beginning of year2013-12-31$3,992,850
Value of fidelity bond covering the plan2013-12-31$320,000
Total contributions received or receivable from participants2013-12-31$35,144
Other income received2013-12-31$654,146
Net income (gross income less expenses)2013-12-31$595,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,588,818
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,992,850
Assets. Value of participant loans2013-12-31$2,460
Assets. Value of assets in partnership/joint-venture interests2013-12-31$19,683
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$21,398
Total contributions received or receivable from employer(s)2013-12-31$56,250
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$408,921
Expenses. Total of all expenses incurred2012-12-31$48,185
Benefits paid (including direct rollovers)2012-12-31$34,382
Total plan assets at end of year2012-12-31$3,992,850
Total plan assets at beginning of year2012-12-31$3,632,114
Value of fidelity bond covering the plan2012-12-31$320,000
Total contributions received or receivable from participants2012-12-31$36,171
Other income received2012-12-31$316,292
Net income (gross income less expenses)2012-12-31$360,736
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,992,850
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,632,114
Assets. Value of participant loans2012-12-31$3,176
Assets. Value of assets in partnership/joint-venture interests2012-12-31$4,293
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$9,564
Total contributions received or receivable from employer(s)2012-12-31$56,458
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,803
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-48,428
Expenses. Total of all expenses incurred2011-12-31$11,134
Total plan assets at end of year2011-12-31$3,632,114
Total plan assets at beginning of year2011-12-31$3,691,676
Value of fidelity bond covering the plan2011-12-31$320,000
Total contributions received or receivable from participants2011-12-31$34,681
Other income received2011-12-31$-138,659
Net income (gross income less expenses)2011-12-31$-59,562
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,632,114
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,691,676
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,585
Total contributions received or receivable from employer(s)2011-12-31$55,550
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,134
2010 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$26,907
Total income from all sources2010-12-31$387,217
Expenses. Total of all expenses incurred2010-12-31$2,068,407
Benefits paid (including direct rollovers)2010-12-31$2,053,082
Total plan assets at end of year2010-12-31$3,691,676
Total plan assets at beginning of year2010-12-31$5,399,773
Value of fidelity bond covering the plan2010-12-31$320,000
Total contributions received or receivable from participants2010-12-31$33,901
Other income received2010-12-31$295,712
Net income (gross income less expenses)2010-12-31$-1,681,190
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,691,676
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,372,866
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$57,604
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN

2023: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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 B. MACOMSON, D.D.S., M.S.O., P.A. 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: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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: JAMES B. MACOMSON, D.D.S., M.S.O., P.A. 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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT8014
Policy instance 1
Insurance contract or identification numberPFT8014
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT8014
Policy instance 1
Insurance contract or identification numberPFT8014
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT8014
Policy instance 1
Insurance contract or identification numberPFT8014
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,460
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,460
Insurance broker organization code?3
Insurance broker nameLONNIE A. WAGGONER

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