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JAMES R MURPHREE, DMD, 401(K) PLAN 401k Plan overview

Plan NameJAMES R MURPHREE, DMD, 401(K) PLAN
Plan identification number 001

JAMES R MURPHREE, DMD, 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

JAMES R MURPHREE, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:JAMES R MURPHREE, DMD, PA
Employer identification number (EIN):630711358
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R MURPHREE, DMD, 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JAMES R. MURPHREE
0012012-01-01JAMES R. MURPHREE
0012011-01-01JAMES R. MURPHREE
0012009-01-01JAMES R. MURPHREE
0012005-01-01DEBRA YORK

Plan Statistics for JAMES R MURPHREE, DMD, 401(K) PLAN

401k plan membership statisitcs for JAMES R MURPHREE, DMD, 401(K) PLAN

Measure Date Value
2013: JAMES R MURPHREE, DMD, 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES R MURPHREE, DMD, 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES R MURPHREE, DMD, 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
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 benefits2011-01-012
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
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
2009: JAMES R MURPHREE, DMD, 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES R MURPHREE, DMD, 401(K) PLAN

Measure Date Value
2013 : JAMES R MURPHREE, DMD, 401(K) PLAN 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$62,717
Expenses. Total of all expenses incurred2013-12-31$10,797
Benefits paid (including direct rollovers)2013-12-31$8,979
Total plan assets at end of year2013-12-31$418,551
Total plan assets at beginning of year2013-12-31$366,631
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$40,933
Other income received2013-12-31$7,126
Net income (gross income less expenses)2013-12-31$51,920
Net plan assets at end of year (total assets less liabilities)2013-12-31$418,551
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$366,631
Total contributions received or receivable from employer(s)2013-12-31$14,658
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,818
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES R MURPHREE, DMD, 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$70,643
Expenses. Total of all expenses incurred2012-12-31$7,124
Benefits paid (including direct rollovers)2012-12-31$5,870
Total plan assets at end of year2012-12-31$366,631
Total plan assets at beginning of year2012-12-31$303,112
Total contributions received or receivable from participants2012-12-31$41,855
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$14,040
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$63,519
Net plan assets at end of year (total assets less liabilities)2012-12-31$366,631
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$303,112
Total contributions received or receivable from employer(s)2012-12-31$14,748
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES R MURPHREE, DMD, 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$60,979
Expenses. Total of all expenses incurred2011-12-31$5,779
Benefits paid (including direct rollovers)2011-12-31$5,553
Total plan assets at end of year2011-12-31$303,112
Total plan assets at beginning of year2011-12-31$247,912
Total contributions received or receivable from participants2011-12-31$40,955
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,376
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$55,200
Net plan assets at end of year (total assets less liabilities)2011-12-31$303,112
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$247,912
Total contributions received or receivable from employer(s)2011-12-31$15,648
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JAMES R MURPHREE, DMD, 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$64,452
Expenses. Total of all expenses incurred2010-12-31$3,960
Benefits paid (including direct rollovers)2010-12-31$3,668
Total plan assets at end of year2010-12-31$247,912
Total plan assets at beginning of year2010-12-31$187,420
Total contributions received or receivable from participants2010-12-31$42,211
Expenses. Other expenses not covered elsewhere2010-12-31$292
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7,141
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$60,492
Net plan assets at end of year (total assets less liabilities)2010-12-31$247,912
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$187,420
Total contributions received or receivable from employer(s)2010-12-31$15,100
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES R MURPHREE, DMD, 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES R MURPHREE, DMD, 401(K) PLAN

2013: JAMES R MURPHREE, DMD, 401(K) 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
2012: JAMES R MURPHREE, DMD, 401(K) 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 R MURPHREE, DMD, 401(K) 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
2009: JAMES R MURPHREE, DMD, 401(K) 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
2005: JAMES R MURPHREE, DMD, 401(K) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingYes
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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