JOHN T LOCKARD, DDS, MS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2015: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
2014: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
2013: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
2012: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
2011: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
2009: JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2015 : JOHN T LOCKARD, DDS, MS, INC. EMPLOYEES PENSION PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $50,400 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,584,499 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,584,499 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $3,534,099 |
Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $-139,406 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,221 |
Benefits paid (including direct rollovers) | 2014-12-31 | $12,221 |
Total plan assets at end of year | 2014-12-31 | $3,534,099 |
Total plan assets at beginning of year | 2014-12-31 | $3,685,726 |
Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
Total contributions received or receivable from participants | 2014-12-31 | $46,000 |
Other income received | 2014-12-31 | $-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 |
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Total income from all sources | 2013-12-31 | $366,350 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $3,000 |
Total plan assets at end of year | 2013-12-31 | $3,685,726 |
Total plan assets at beginning of year | 2013-12-31 | $3,322,376 |
Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
Total contributions received or receivable from participants | 2013-12-31 | $46,000 |
Other income received | 2013-12-31 | $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 |
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Total plan liabilities at beginning of year | 2012-12-31 | $1,544 |
Total income from all sources | 2012-12-31 | $460,237 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,730 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,730 |
Total plan assets at end of year | 2012-12-31 | $3,322,376 |
Total plan assets at beginning of year | 2012-12-31 | $2,866,413 |
Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
Total contributions received or receivable from participants | 2012-12-31 | $45,000 |
Other income received | 2012-12-31 | $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 |
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Total plan liabilities at end of year | 2011-12-31 | $1,544 |
Total income from all sources | 2011-12-31 | $59,257 |
Expenses. Total of all expenses incurred | 2011-12-31 | $3,567 |
Benefits paid (including direct rollovers) | 2011-12-31 | $3,567 |
Total plan assets at end of year | 2011-12-31 | $2,866,413 |
Total plan assets at beginning of year | 2011-12-31 | $2,809,179 |
Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
Total contributions received or receivable from participants | 2011-12-31 | $44,000 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $12,000 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $512,695 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,387 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,387 |
Total plan assets at end of year | 2010-12-31 | $2,809,179 |
Total plan assets at beginning of year | 2010-12-31 | $2,298,871 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $44,000 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $64,404 |
Other income received | 2010-12-31 | $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 |