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JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN
Plan identification number 001

JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 D. SYKES, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. SYKES, DMD, PA
Employer identification number (EIN):593130134
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01TERESA FAULKENBERRY2016-11-29
0012015-01-01TERESA FAULKENBERRY2016-09-28
0012014-01-01TERESA FAULKENBERRY2015-09-23
0012013-01-01
0012012-01-01JAMES D. SYKES, DMD JAMES D. SYKES, DMD2013-08-22
0012011-01-01JAMES D. SYKES, DMD JAMES D. SYKES, DMD2012-10-03
0012010-01-01JAMES D. SYKES, DMD JAMES D. SYKES, DMD2011-09-29
0012009-01-01JAMES D. SYKES, DMD JAMES D. SYKES, DMD2010-08-25
0012009-01-01JAMES D. SYKES, DMD JAMES D. SYKES, DMD2010-08-25

Plan Statistics for JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN

Measure Date Value
2012: JAMES D. SYKES, DMD, PA 401K 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 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES D. SYKES, DMD, PA 401K 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 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-011
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 balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
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 participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-019
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$191,389
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,299,589
Total plan assets at beginning of year2012-12-31$1,108,200
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$46,695
Other income received2012-12-31$128,517
Net income (gross income less expenses)2012-12-31$191,389
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,299,589
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,108,200
Total contributions received or receivable from employer(s)2012-12-31$16,177
2011 : JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-2,813
Expenses. Total of all expenses incurred2011-12-31$268
Total plan assets at end of year2011-12-31$1,108,200
Total plan assets at beginning of year2011-12-31$1,111,281
Value of fidelity bond covering the plan2011-12-31$175,000
Total contributions received or receivable from participants2011-12-31$5,734
Other income received2011-12-31$-12,404
Net income (gross income less expenses)2011-12-31$-3,081
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,108,200
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,111,281
Total contributions received or receivable from employer(s)2011-12-31$3,857
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$268
2010 : JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$118,674
Expenses. Total of all expenses incurred2010-12-31$54,988
Benefits paid (including direct rollovers)2010-12-31$54,538
Total plan assets at end of year2010-12-31$1,111,281
Total plan assets at beginning of year2010-12-31$1,047,595
Value of fidelity bond covering the plan2010-12-31$120,000
Total contributions received or receivable from participants2010-12-31$6,034
Other income received2010-12-31$108,478
Net income (gross income less expenses)2010-12-31$63,686
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,111,281
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,047,595
Total contributions received or receivable from employer(s)2010-12-31$4,162
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$450

Form 5500 Responses for JAMES D. SYKES, DMD, PA 401K PROFIT SHARING PLAN

2012: JAMES D. SYKES, DMD, PA 401K 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 D. SYKES, DMD, PA 401K 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 D. SYKES, DMD, PA 401K 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 D. SYKES, DMD, PA 401K 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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