Logo

DAVID G. WARD DDS 401k Plan overview

Plan NameDAVID G. WARD DDS
Plan identification number 002

DAVID G. WARD DDS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID G. WARD has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. WARD
Employer identification number (EIN):621451685
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. WARD DDS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01DAVID G. WARD DAVID G. WARD2016-07-13
0022014-01-01DAVID G. WARD DAVID G. WARD2015-09-30
0022013-01-01DEAN MCKINNEY
0022012-01-01DEAN MCKINNEY
0022011-01-01DEAN MCKINNEY
0022010-01-01DEAN MCKINNEY
0022009-01-01DEAN MCKINNEY

Plan Statistics for DAVID G. WARD DDS

401k plan membership statisitcs for DAVID G. WARD DDS

Measure Date Value
2015: DAVID G. WARD DDS 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID G. WARD DDS 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID G. WARD DDS 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID G. WARD DDS 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID G. WARD DDS 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
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2010: DAVID G. WARD DDS 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: DAVID G. WARD DDS 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on DAVID G. WARD DDS

Measure Date Value
2015 : DAVID G. WARD DDS 2015 401k financial data
Total income from all sources2015-12-31$-2,173
Expenses. Total of all expenses incurred2015-12-31$987,170
Benefits paid (including direct rollovers)2015-12-31$987,090
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$989,343
Other income received2015-12-31$-2,173
Net income (gross income less expenses)2015-12-31$-989,343
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$989,343
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$80
2014 : DAVID G. WARD DDS 2014 401k financial data
Total income from all sources2014-12-31$145,407
Expenses. Total of all expenses incurred2014-12-31$210
Total plan assets at end of year2014-12-31$989,343
Total plan assets at beginning of year2014-12-31$844,146
Other income received2014-12-31$125,392
Net income (gross income less expenses)2014-12-31$145,197
Net plan assets at end of year (total assets less liabilities)2014-12-31$989,343
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$844,146
Total contributions received or receivable from employer(s)2014-12-31$20,015
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$210
2013 : DAVID G. WARD DDS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$181,115
Expenses. Total of all expenses incurred2013-12-31$200
Total plan assets at end of year2013-12-31$844,146
Total plan assets at beginning of year2013-12-31$663,231
Expenses. Other expenses not covered elsewhere2013-12-31$200
Other income received2013-12-31$160,927
Net income (gross income less expenses)2013-12-31$180,915
Net plan assets at end of year (total assets less liabilities)2013-12-31$844,146
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$663,231
Total contributions received or receivable from employer(s)2013-12-31$20,188
2012 : DAVID G. WARD DDS 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$113,468
Expenses. Total of all expenses incurred2012-12-31$71,384
Benefits paid (including direct rollovers)2012-12-31$71,104
Total plan assets at end of year2012-12-31$663,231
Total plan assets at beginning of year2012-12-31$621,147
Expenses. Other expenses not covered elsewhere2012-12-31$280
Other income received2012-12-31$90,179
Net income (gross income less expenses)2012-12-31$42,084
Net plan assets at end of year (total assets less liabilities)2012-12-31$663,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$621,147
Total contributions received or receivable from employer(s)2012-12-31$23,289
2011 : DAVID G. WARD DDS 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$56,801
Expenses. Total of all expenses incurred2011-12-31$230
Total plan assets at end of year2011-12-31$621,147
Total plan assets at beginning of year2011-12-31$564,576
Expenses. Other expenses not covered elsewhere2011-12-31$230
Other income received2011-12-31$23,305
Net income (gross income less expenses)2011-12-31$56,571
Net plan assets at end of year (total assets less liabilities)2011-12-31$621,147
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$564,576
Total contributions received or receivable from employer(s)2011-12-31$33,496
2010 : DAVID G. WARD DDS 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$90,290
Expenses. Total of all expenses incurred2010-12-31$200
Total plan assets at end of year2010-12-31$564,576
Total plan assets at beginning of year2010-12-31$474,486
Expenses. Other expenses not covered elsewhere2010-12-31$200
Other income received2010-12-31$55,132
Net income (gross income less expenses)2010-12-31$90,090
Net plan assets at end of year (total assets less liabilities)2010-12-31$564,576
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$474,486
Total contributions received or receivable from employer(s)2010-12-31$35,158

Form 5500 Responses for DAVID G. WARD DDS

2015: DAVID G. WARD DDS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID G. WARD DDS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID G. WARD DDS 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
2012: DAVID G. WARD DDS 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: DAVID G. WARD DDS 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: DAVID G. WARD DDS 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: DAVID G. WARD DDS 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1