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WILLIAM L INGRAM V DMD KEOGH PLAN 401k Plan overview

Plan NameWILLIAM L INGRAM V DMD KEOGH PLAN
Plan identification number 001

WILLIAM L INGRAM V DMD KEOGH PLAN Benefits

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

WILLIAM L INGRAM V DMD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM L INGRAM V DMD
Employer identification number (EIN):630829568
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L INGRAM V DMD KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM L INGRAM2023-10-15
0012021-01-01WILLIAM L INGRAM2022-10-17
0012020-01-01WILLIAM L INGRAM2021-10-13
0012019-01-01WILLIAM L INGRAM, DMD2020-10-12
0012018-01-01WILLIAM L INGRAM, DMD2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WILLIAM L. INGRAM V, DMD
0012011-01-01WILLIAM L. INGRAM V, DMD
0012009-01-01RENE FORTIN

Plan Statistics for WILLIAM L INGRAM V DMD KEOGH PLAN

401k plan membership statisitcs for WILLIAM L INGRAM V DMD KEOGH PLAN

Measure Date Value
2022: WILLIAM L INGRAM V DMD KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-013
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
Number of participants with account balances2022-01-010
2021: WILLIAM L INGRAM V DMD KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-013
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-016
2020: WILLIAM L INGRAM V DMD KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: WILLIAM L INGRAM V DMD KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-017
Total participants2019-01-017
Number of participants with account balances2019-01-017
2018: WILLIAM L INGRAM V DMD KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-018
Total participants2018-01-018
2017: WILLIAM L INGRAM V DMD KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-018
2016: WILLIAM L INGRAM V DMD KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: WILLIAM L INGRAM V DMD KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
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: WILLIAM L INGRAM V DMD KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
2013: WILLIAM L INGRAM V DMD KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
2012: WILLIAM L INGRAM V DMD KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: WILLIAM L INGRAM V DMD KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: WILLIAM L INGRAM V DMD KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015

Financial Data on WILLIAM L INGRAM V DMD KEOGH PLAN

Measure Date Value
2022 : WILLIAM L INGRAM V DMD KEOGH PLAN 2022 401k financial data
Total income from all sources2022-12-31$27,546
Expenses. Total of all expenses incurred2022-12-31$145,615
Total plan assets at end of year2022-12-31$703,874
Total plan assets at beginning of year2022-12-31$821,943
Value of fidelity bond covering the plan2022-12-31$90,000
Expenses. Other expenses not covered elsewhere2022-12-31$145,615
Other income received2022-12-31$27,546
Net income (gross income less expenses)2022-12-31$-118,069
Net plan assets at end of year (total assets less liabilities)2022-12-31$703,874
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$821,943
2021 : WILLIAM L INGRAM V DMD KEOGH PLAN 2021 401k financial data
Total income from all sources2021-12-31$112,900
Expenses. Total of all expenses incurred2021-12-31$8,285
Total plan assets at end of year2021-12-31$821,943
Total plan assets at beginning of year2021-12-31$717,328
Value of fidelity bond covering the plan2021-12-31$90,000
Expenses. Other expenses not covered elsewhere2021-12-31$8,285
Other income received2021-12-31$92,989
Net income (gross income less expenses)2021-12-31$104,615
Net plan assets at end of year (total assets less liabilities)2021-12-31$821,943
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$717,328
Total contributions received or receivable from employer(s)2021-12-31$19,911
2020 : WILLIAM L INGRAM V DMD KEOGH PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$50,426
Expenses. Total of all expenses incurred2020-12-31$1,400
Benefits paid (including direct rollovers)2020-12-31$921
Total plan assets at end of year2020-12-31$717,328
Total plan assets at beginning of year2020-12-31$668,302
Value of fidelity bond covering the plan2020-12-31$70,000
Expenses. Other expenses not covered elsewhere2020-12-31$479
Other income received2020-12-31$50,426
Net income (gross income less expenses)2020-12-31$49,026
Net plan assets at end of year (total assets less liabilities)2020-12-31$717,328
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$668,302
2019 : WILLIAM L INGRAM V DMD KEOGH PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$90,702
Expenses. Total of all expenses incurred2019-12-31$10,699
Benefits paid (including direct rollovers)2019-12-31$3,327
Total plan assets at end of year2019-12-31$668,302
Total plan assets at beginning of year2019-12-31$588,299
Value of fidelity bond covering the plan2019-12-31$70,000
Expenses. Other expenses not covered elsewhere2019-12-31$7,372
Other income received2019-12-31$90,702
Net income (gross income less expenses)2019-12-31$80,003
Net plan assets at end of year (total assets less liabilities)2019-12-31$668,302
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$588,299
2018 : WILLIAM L INGRAM V DMD KEOGH PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$43,102
Expenses. Total of all expenses incurred2018-12-31$69,177
Total plan assets at end of year2018-12-31$588,299
Total plan assets at beginning of year2018-12-31$614,374
Value of fidelity bond covering the plan2018-12-31$70,000
Expenses. Other expenses not covered elsewhere2018-12-31$69,177
Other income received2018-12-31$18,713
Net income (gross income less expenses)2018-12-31$-26,075
Net plan assets at end of year (total assets less liabilities)2018-12-31$588,299
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$614,374
Total contributions received or receivable from employer(s)2018-12-31$24,389
2017 : WILLIAM L INGRAM V DMD KEOGH PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$85,289
Expenses. Total of all expenses incurred2017-12-31$14,418
Benefits paid (including direct rollovers)2017-12-31$14,418
Total plan assets at end of year2017-12-31$614,374
Total plan assets at beginning of year2017-12-31$543,503
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$62,579
Net income (gross income less expenses)2017-12-31$70,871
Net plan assets at end of year (total assets less liabilities)2017-12-31$614,374
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$543,503
Total contributions received or receivable from employer(s)2017-12-31$22,710
2016 : WILLIAM L INGRAM V DMD KEOGH PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$46,558
Total plan assets at end of year2016-12-31$543,503
Total plan assets at beginning of year2016-12-31$496,945
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$24,899
Net income (gross income less expenses)2016-12-31$46,558
Net plan assets at end of year (total assets less liabilities)2016-12-31$543,503
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$496,945
Total contributions received or receivable from employer(s)2016-12-31$21,659
2015 : WILLIAM L INGRAM V DMD KEOGH PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$42,860
Expenses. Total of all expenses incurred2015-12-31$40,552
Benefits paid (including direct rollovers)2015-12-31$492
Total plan assets at end of year2015-12-31$496,945
Total plan assets at beginning of year2015-12-31$494,637
Value of fidelity bond covering the plan2015-12-31$50,000
Expenses. Other expenses not covered elsewhere2015-12-31$40,060
Other income received2015-12-31$21,071
Net income (gross income less expenses)2015-12-31$2,308
Net plan assets at end of year (total assets less liabilities)2015-12-31$496,945
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$494,637
Total contributions received or receivable from employer(s)2015-12-31$21,789
2014 : WILLIAM L INGRAM V DMD KEOGH PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$35,201
Expenses. Total of all expenses incurred2014-12-31$55,508
Total plan assets at end of year2014-12-31$494,637
Total plan assets at beginning of year2014-12-31$514,944
Value of fidelity bond covering the plan2014-12-31$30,000
Expenses. Other expenses not covered elsewhere2014-12-31$52,604
Other income received2014-12-31$14,979
Net income (gross income less expenses)2014-12-31$-20,307
Net plan assets at end of year (total assets less liabilities)2014-12-31$494,637
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$514,944
Total contributions received or receivable from employer(s)2014-12-31$20,222
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,904
2013 : WILLIAM L INGRAM V DMD KEOGH PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$61,896
Total plan assets at end of year2013-12-31$514,944
Total plan assets at beginning of year2013-12-31$453,048
Value of fidelity bond covering the plan2013-12-31$30,000
Other income received2013-12-31$38,444
Net income (gross income less expenses)2013-12-31$61,896
Net plan assets at end of year (total assets less liabilities)2013-12-31$514,944
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$453,048
Total contributions received or receivable from employer(s)2013-12-31$23,452
2012 : WILLIAM L INGRAM V DMD KEOGH PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$37,533
Total plan assets at end of year2012-12-31$453,048
Total plan assets at beginning of year2012-12-31$415,515
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$14,090
Net income (gross income less expenses)2012-12-31$37,533
Net plan assets at end of year (total assets less liabilities)2012-12-31$453,048
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$415,515
Total contributions received or receivable from employer(s)2012-12-31$23,443
2011 : WILLIAM L INGRAM V DMD KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,309
Total plan assets at end of year2011-12-31$415,515
Total plan assets at beginning of year2011-12-31$402,206
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$-12,150
Net income (gross income less expenses)2011-12-31$13,309
Net plan assets at end of year (total assets less liabilities)2011-12-31$415,515
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$402,206
Total contributions received or receivable from employer(s)2011-12-31$25,459
2010 : WILLIAM L INGRAM V DMD KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$48,527
Total plan assets at end of year2010-12-31$402,206
Total plan assets at beginning of year2010-12-31$353,679
Value of fidelity bond covering the plan2010-12-31$30,000
Other income received2010-12-31$24,384
Net income (gross income less expenses)2010-12-31$48,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$402,206
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$353,679
Total contributions received or receivable from employer(s)2010-12-31$24,143

Form 5500 Responses for WILLIAM L INGRAM V DMD KEOGH PLAN

2022: WILLIAM L INGRAM V DMD KEOGH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM L INGRAM V DMD KEOGH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM L INGRAM V DMD KEOGH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM L INGRAM V DMD KEOGH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM L INGRAM V DMD KEOGH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM L INGRAM V DMD KEOGH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM L INGRAM V DMD KEOGH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM L INGRAM V DMD KEOGH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM L INGRAM V DMD KEOGH PLAN 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: WILLIAM L INGRAM V DMD KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM L INGRAM V DMD KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM L INGRAM V DMD KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM L INGRAM V DMD KEOGH 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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