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JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 002

JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

JAMES E. BURKHOLDER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. BURKHOLDER, D.D.S.
Employer identification number (EIN):742222861
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01JAMES E. BURKHOLDER2013-07-15
0022011-01-01JAMES E. BURKHOLDER, D.D.S.
0022009-01-01JAMES E. BURKHOLDER, D.D.S. JAMES E. BURKHOLDER, D.D.S.2010-09-22

Plan Statistics for JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$73,834
Expenses. Total of all expenses incurred2011-12-31$171
Total plan assets at end of year2011-12-31$701,347
Total plan assets at beginning of year2011-12-31$627,684
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$49,191
Other income received2011-12-31$10,776
Net income (gross income less expenses)2011-12-31$73,663
Net plan assets at end of year (total assets less liabilities)2011-12-31$701,347
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$627,684
Total contributions received or receivable from employer(s)2011-12-31$13,867
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$171
2010 : JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN 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$115,768
Expenses. Total of all expenses incurred2010-12-31$3,859
Benefits paid (including direct rollovers)2010-12-31$3,361
Total plan assets at end of year2010-12-31$627,684
Total plan assets at beginning of year2010-12-31$515,775
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$42,000
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$66,550
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$111,909
Net plan assets at end of year (total assets less liabilities)2010-12-31$627,684
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$515,775
Total contributions received or receivable from employer(s)2010-12-31$7,218
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$498

Form 5500 Responses for JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING PLAN

2011: JAMES E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING 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 E. BURKHOLDER, D.D.S. 401(K) PROFIT SHARING 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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