WHITE AND HAINES ADVANCED DENTISTRY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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002 | 2022-01-01 | BRADLEY S. HAINES, D.D.S. | 2023-08-10 | | |
002 | 2021-01-01 | BRADLEY S. HAINES, D.D.S. | 2022-10-13 | | |
002 | 2020-01-01 | BRADLEY S. HAINES, D.D.S. | 2021-10-13 | | |
002 | 2019-01-01 | BRADLEY S. HAINES, D.D.S. | 2020-10-08 | | |
002 | 2018-01-01 | BRADLEY S. HAINES, D.D.S. | 2019-10-09 | | |
002 | 2017-01-01 | BRADLEY S. HAINES, D.D.S. | | | |
002 | 2016-01-01 | BRADLEY S. HAINES, D.D.S. | | | |
002 | 2015-01-01 | BRADLEY S. HAINES, D.D.S. | | | |
401k plan membership statisitcs for WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 17 |
Number of participants with account balances | 2016-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
Measure | Date | Value |
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2017 : WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $1,500 |
Total plan liabilities at beginning of year | 2017-12-31 | $349 |
Total income from all sources | 2017-12-31 | $716,456 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,625 |
Total plan assets at end of year | 2017-12-31 | $3,477,428 |
Total plan assets at beginning of year | 2017-12-31 | $2,770,446 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $115,666 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $86,591 |
Other income received | 2017-12-31 | $411,582 |
Net income (gross income less expenses) | 2017-12-31 | $705,831 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,475,928 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,770,097 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $102,617 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,625 |
2016 : WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $349 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $393,937 |
Expenses. Total of all expenses incurred | 2016-12-31 | $49,236 |
Benefits paid (including direct rollovers) | 2016-12-31 | $27,353 |
Total plan assets at end of year | 2016-12-31 | $2,770,446 |
Total plan assets at beginning of year | 2016-12-31 | $2,425,396 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $99,108 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $21,883 |
Other income received | 2016-12-31 | $198,976 |
Net income (gross income less expenses) | 2016-12-31 | $344,701 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,770,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,425,396 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,050 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $95,853 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $79,092 |
Expenses. Total of all expenses incurred | 2015-12-31 | $133,974 |
Benefits paid (including direct rollovers) | 2015-12-31 | $108,503 |
Total plan assets at end of year | 2015-12-31 | $2,425,396 |
Total plan assets at beginning of year | 2015-12-31 | $2,480,278 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $102,817 |
Other income received | 2015-12-31 | $-118,051 |
Net income (gross income less expenses) | 2015-12-31 | $-54,882 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,425,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,480,278 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $23,840 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $94,326 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,471 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2017: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WHITE & HAINES ADVANCED DENTISTRY RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |