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WILLIAM D. FOX RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM D. FOX RETIREMENT PLAN
Plan identification number 001

WILLIAM D. FOX RETIREMENT 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.

401k Sponsoring company profile

WILLIAM D. FOX, DDS has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM D. FOX, DDS
Employer identification number (EIN):621238502
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM D. FOX RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01WILLIAM D. FOX
0012013-01-01WILLIAM D. FOX
0012012-01-01WILLIAM D. FOX, DDS
0012011-01-01WILLIAM D. FOX, DDS
0012010-01-01WILLIAM D. FOX, DDS
0012008-01-01WILLIAM D. FOX, DDS
0012007-01-01WILLIAM D. FOX, DDS
0012003-01-01WILLIAM D. FOX, DDS
0012002-01-01WILLIAM D. FOX, DDS

Plan Statistics for WILLIAM D. FOX RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM D. FOX RETIREMENT PLAN

Measure Date Value
2014: WILLIAM D. FOX RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-013
2013: WILLIAM D. FOX RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAM D. FOX RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM D. FOX RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM D. FOX RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
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 participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2008: WILLIAM D. FOX RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-015
Total number of active participants reported on line 7a of the Form 55002008-01-015
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-015
Number of participants with account balances2008-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: WILLIAM D. FOX RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-015
Total number of active participants reported on line 7a of the Form 55002007-01-015
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-015
Number of participants with account balances2007-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2003: WILLIAM D. FOX RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-016
Total number of active participants reported on line 7a of the Form 55002003-01-015
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-015
Number of participants with account balances2003-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: WILLIAM D. FOX RETIREMENT PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-015
Total number of active participants reported on line 7a of the Form 55002002-01-015
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-015
Number of participants with account balances2002-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010

Financial Data on WILLIAM D. FOX RETIREMENT PLAN

Measure Date Value
2014 : WILLIAM D. FOX RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$5,794
Expenses. Total of all expenses incurred2014-12-31$58
Total plan assets at end of year2014-12-31$78,565
Total plan assets at beginning of year2014-12-31$72,829
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$2,116
Contributions received from other sources (not participants or employers)2014-12-31$24
Other income received2014-12-31$3,654
Net income (gross income less expenses)2014-12-31$5,736
Net plan assets at end of year (total assets less liabilities)2014-12-31$78,565
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$72,829
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$58
2013 : WILLIAM D. FOX RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$12,431
Expenses. Total of all expenses incurred2013-12-31$32,020
Benefits paid (including direct rollovers)2013-12-31$32,020
Total plan assets at end of year2013-12-31$72,829
Total plan assets at beginning of year2013-12-31$92,418
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$3,090
Contributions received from other sources (not participants or employers)2013-12-31$34
Other income received2013-12-31$9,307
Net income (gross income less expenses)2013-12-31$-19,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$72,829
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$92,418
2012 : WILLIAM D. FOX RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,572
Total plan assets at end of year2012-12-31$92,418
Total plan assets at beginning of year2012-12-31$77,846
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$4,999
Other income received2012-12-31$9,573
Net income (gross income less expenses)2012-12-31$14,572
Net plan assets at end of year (total assets less liabilities)2012-12-31$92,418
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$77,846
2011 : WILLIAM D. FOX RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,950
Expenses. Total of all expenses incurred2011-12-31$63,545
Benefits paid (including direct rollovers)2011-12-31$44,679
Total plan assets at end of year2011-12-31$77,846
Total plan assets at beginning of year2011-12-31$128,441
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$7,673
Other income received2011-12-31$-1,509
Net income (gross income less expenses)2011-12-31$-50,595
Net plan assets at end of year (total assets less liabilities)2011-12-31$77,846
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$128,441
Total contributions received or receivable from employer(s)2011-12-31$6,786
Value of certain deemed distributions of participant loans2011-12-31$18,866
2010 : WILLIAM D. FOX RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$25,650
Expenses. Total of all expenses incurred2010-12-31$223
Total plan assets at end of year2010-12-31$128,441
Total plan assets at beginning of year2010-12-31$103,014
Total contributions received or receivable from participants2010-12-31$7,973
Other income received2010-12-31$10,449
Net income (gross income less expenses)2010-12-31$25,427
Net plan assets at end of year (total assets less liabilities)2010-12-31$128,441
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$103,014
Assets. Value of participant loans2010-12-31$23,412
Total contributions received or receivable from employer(s)2010-12-31$7,228
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WILLIAM D. FOX RETIREMENT PLAN 2009 401k financial data
Total income from all sources2009-12-31$33,309
Expenses. Total of all expenses incurred2009-12-31$4,495
Benefits paid (including direct rollovers)2009-12-31$4,241
Total plan assets at end of year2009-12-31$103,014
Total plan assets at beginning of year2009-12-31$74,200
Total contributions received or receivable from participants2009-12-31$8,450
Other income received2009-12-31$17,136
Net income (gross income less expenses)2009-12-31$28,814
Net plan assets at end of year (total assets less liabilities)2009-12-31$103,014
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$74,200
Assets. Value of participant loans2009-12-31$3,967
Total contributions received or receivable from employer(s)2009-12-31$7,723
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : WILLIAM D. FOX RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$-13,481
Expenses. Total of all expenses incurred2008-12-31$204
Total plan assets at end of year2008-12-31$74,200
Total plan assets at beginning of year2008-12-31$87,885
Total contributions received or receivable from participants2008-12-31$8,390
Other income received2008-12-31$-29,530
Net income (gross income less expenses)2008-12-31$-13,685
Net plan assets at end of year (total assets less liabilities)2008-12-31$74,200
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$87,885
Assets. Value of participant loans2008-12-31$6,967
Total contributions received or receivable from employer(s)2008-12-31$7,659
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : WILLIAM D. FOX RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$14,728
Expenses. Total of all expenses incurred2007-12-31$204
Total plan assets at end of year2007-12-31$87,885
Total plan assets at beginning of year2007-12-31$73,361
Total contributions received or receivable from participants2007-12-31$8,157
Other income received2007-12-31$-863
Net income (gross income less expenses)2007-12-31$14,524
Net plan assets at end of year (total assets less liabilities)2007-12-31$87,885
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$73,361
Assets. Value of participant loans2007-12-31$9,120
Total contributions received or receivable from employer(s)2007-12-31$7,434
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : WILLIAM D. FOX RETIREMENT PLAN 2006 401k financial data
Total income from all sources2006-12-31$20,524
Expenses. Total of all expenses incurred2006-12-31$189
Total plan assets at end of year2006-12-31$73,361
Total plan assets at beginning of year2006-12-31$53,026
Total contributions received or receivable from participants2006-12-31$7,601
Other income received2006-12-31$6,203
Net income (gross income less expenses)2006-12-31$20,335
Net plan assets at end of year (total assets less liabilities)2006-12-31$73,361
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$53,026
Assets. Value of participant loans2006-12-31$12,537
Total contributions received or receivable from employer(s)2006-12-31$6,720
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0
2005 : WILLIAM D. FOX RETIREMENT PLAN 2005 401k financial data
Total income from all sources2005-12-31$15,022
Expenses. Total of all expenses incurred2005-12-31$17,713
Benefits paid (including direct rollovers)2005-12-31$17,513
Total plan assets at end of year2005-12-31$53,026
Total plan assets at beginning of year2005-12-31$55,717
Total contributions received or receivable from participants2005-12-31$7,069
Other income received2005-12-31$1,688
Net income (gross income less expenses)2005-12-31$-2,691
Net plan assets at end of year (total assets less liabilities)2005-12-31$53,026
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$55,717
Total contributions received or receivable from employer(s)2005-12-31$6,265
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2005-12-31$0
2004 : WILLIAM D. FOX RETIREMENT PLAN 2004 401k financial data
Total income from all sources2004-12-31$22,038
Expenses. Total of all expenses incurred2004-12-31$180
Total plan assets at end of year2004-12-31$55,717
Total plan assets at beginning of year2004-12-31$33,859
Total contributions received or receivable from participants2004-12-31$9,723
Other income received2004-12-31$4,291
Net income (gross income less expenses)2004-12-31$21,858
Net plan assets at end of year (total assets less liabilities)2004-12-31$55,717
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$33,859
Total contributions received or receivable from employer(s)2004-12-31$8,024
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2004-12-31$0
2003 : WILLIAM D. FOX RETIREMENT PLAN 2003 401k financial data
Total income from all sources2003-12-31$21,272
Expenses. Total of all expenses incurred2003-12-31$165
Total plan assets at end of year2003-12-31$33,859
Total plan assets at beginning of year2003-12-31$12,752
Total contributions received or receivable from participants2003-12-31$8,843
Other income received2003-12-31$5,199
Net income (gross income less expenses)2003-12-31$21,107
Net plan assets at end of year (total assets less liabilities)2003-12-31$33,859
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$12,752
Total contributions received or receivable from employer(s)2003-12-31$7,230
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2003-12-31$0
2002 : WILLIAM D. FOX RETIREMENT PLAN 2002 401k financial data
Total income from all sources2002-12-31$12,872
Expenses. Total of all expenses incurred2002-12-31$120
Benefits paid (including direct rollovers)2002-12-31$0
Total plan assets at end of year2002-12-31$12,752
Total plan assets at beginning of year2002-12-31$0
Total contributions received or receivable from participants2002-12-31$6,578
Contributions received from other sources (not participants or employers)2002-12-31$3,719
Other income received2002-12-31$-857
Noncash contributions received2002-12-31$0
Net income (gross income less expenses)2002-12-31$12,752
Net plan assets at end of year (total assets less liabilities)2002-12-31$12,752
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$0
Total contributions received or receivable from employer(s)2002-12-31$3,432
Value of certain deemed distributions of participant loans2002-12-31$0
Value of corrective distributions2002-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2002-12-31$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2002-12-31$0

Form 5500 Responses for WILLIAM D. FOX RETIREMENT PLAN

2014: WILLIAM D. FOX RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WILLIAM D. FOX RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WILLIAM D. FOX RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WILLIAM D. FOX RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WILLIAM D. FOX RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2008: WILLIAM D. FOX RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: WILLIAM D. FOX RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2003: WILLIAM D. FOX RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: WILLIAM D. FOX RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01First time form 5500 has been submittedYes
2002-01-01Submission has been amendedYes
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes

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