Logo

JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 401k Plan overview

Plan NameJOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST
Plan identification number 001

JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

JOHN T LOCKARD, DDS, MS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN T LOCKARD, DDS, MS, INC.
Employer identification number (EIN):731164028
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOHN T. LOCKARD
0012014-01-01JOHN T. LOCKARD
0012013-01-01JOHN T. LOCKARD
0012012-01-01JOHN T. LOCKARD
0012011-01-01JOHN T LOCKARD
0012009-01-01JOHN T LOCKARD

Plan Statistics for JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST

401k plan membership statisitcs for JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST

Measure Date Value
2015: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
2013: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
2012: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
2011: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2009: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST

Measure Date Value
2015 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$50,400
Expenses. Total of all expenses incurred2015-12-31$3,584,499
Benefits paid (including direct rollovers)2015-12-31$3,584,499
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$3,534,099
Value of fidelity bond covering the plan2015-12-31$40,000
Other income received2015-12-31$50,400
Net income (gross income less expenses)2015-12-31$-3,534,099
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$3,534,099
2014 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$-139,406
Expenses. Total of all expenses incurred2014-12-31$12,221
Benefits paid (including direct rollovers)2014-12-31$12,221
Total plan assets at end of year2014-12-31$3,534,099
Total plan assets at beginning of year2014-12-31$3,685,726
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$-225,916
Net income (gross income less expenses)2014-12-31$-151,627
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,534,099
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,685,726
Total contributions received or receivable from employer(s)2014-12-31$40,510
2013 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$366,350
Expenses. Total of all expenses incurred2013-12-31$3,000
Benefits paid (including direct rollovers)2013-12-31$3,000
Total plan assets at end of year2013-12-31$3,685,726
Total plan assets at beginning of year2013-12-31$3,322,376
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$247,854
Net income (gross income less expenses)2013-12-31$363,350
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,685,726
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,322,376
Total contributions received or receivable from employer(s)2013-12-31$72,496
2012 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$1,544
Total income from all sources2012-12-31$460,237
Expenses. Total of all expenses incurred2012-12-31$2,730
Benefits paid (including direct rollovers)2012-12-31$2,730
Total plan assets at end of year2012-12-31$3,322,376
Total plan assets at beginning of year2012-12-31$2,866,413
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$45,000
Other income received2012-12-31$342,863
Net income (gross income less expenses)2012-12-31$457,507
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,322,376
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,864,869
Total contributions received or receivable from employer(s)2012-12-31$72,374
2011 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,544
Total income from all sources2011-12-31$59,257
Expenses. Total of all expenses incurred2011-12-31$3,567
Benefits paid (including direct rollovers)2011-12-31$3,567
Total plan assets at end of year2011-12-31$2,866,413
Total plan assets at beginning of year2011-12-31$2,809,179
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$44,000
Contributions received from other sources (not participants or employers)2011-12-31$12,000
Other income received2011-12-31$-68,660
Net income (gross income less expenses)2011-12-31$55,690
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,864,869
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,809,179
Total contributions received or receivable from employer(s)2011-12-31$71,917
2010 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$512,695
Expenses. Total of all expenses incurred2010-12-31$2,387
Benefits paid (including direct rollovers)2010-12-31$2,387
Total plan assets at end of year2010-12-31$2,809,179
Total plan assets at beginning of year2010-12-31$2,298,871
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$44,000
Contributions received from other sources (not participants or employers)2010-12-31$64,404
Other income received2010-12-31$331,374
Net income (gross income less expenses)2010-12-31$510,308
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,809,179
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,298,871
Total contributions received or receivable from employer(s)2010-12-31$72,917

Form 5500 Responses for JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST

2015: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 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: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 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: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 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: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 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: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 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: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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