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JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameJAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN
Plan identification number 001

JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

JAMES M. KINNEY, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. KINNEY, D.M.D.
Employer identification number (EIN):581577887
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01
0012011-01-01JAMES M. KINNEY, DMD JAMES M. KINNEY, DMD2012-10-09
0012010-01-01JAMES M. KINNEY D.M.D. JAMES M. KINNEY D.M.D.2011-10-14
0012009-01-01JAMES KINNEY JAMES KINNEY2010-10-11

Plan Statistics for JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2013: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
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 benefits2013-01-017
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
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 participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2013 : JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,735
Total plan liabilities at beginning of year2013-12-31$2,737
Total income from all sources2013-12-31$165,797
Expenses. Total of all expenses incurred2013-12-31$65,413
Benefits paid (including direct rollovers)2013-12-31$52,345
Total plan assets at end of year2013-12-31$1,461,512
Total plan assets at beginning of year2013-12-31$1,361,130
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$47,227
Contributions received from other sources (not participants or employers)2013-12-31$393
Other income received2013-12-31$102,383
Net income (gross income less expenses)2013-12-31$100,384
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,458,777
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,358,393
Total contributions received or receivable from employer(s)2013-12-31$15,794
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,068
2011 : JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$45
Total income from all sources2011-12-31$51,230
Expenses. Total of all expenses incurred2011-12-31$3,470
Total plan assets at end of year2011-12-31$1,142,232
Total plan assets at beginning of year2011-12-31$1,094,427
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$51,714
Other income received2011-12-31$-20,374
Net income (gross income less expenses)2011-12-31$47,760
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,142,187
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,094,427
Total contributions received or receivable from employer(s)2011-12-31$19,890
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,470
2010 : JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$37,503
Expenses. Total of all expenses incurred2010-12-31$3,237
Total plan assets at end of year2010-12-31$1,094,427
Total plan assets at beginning of year2010-12-31$1,060,161
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$51,225
Other income received2010-12-31$-32,058
Net income (gross income less expenses)2010-12-31$34,266
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,094,427
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,060,161
Total contributions received or receivable from employer(s)2010-12-31$18,336
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,237

Form 5500 Responses for JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS PLAN

2013: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS 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
2011: JAMES M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS 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 M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS 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 M KINNEY, D.M.D. PROFIT SHARING & EMPLOYEE SAVINGS 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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