401k Plan data: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN plan

TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN
Plan identification number	002

TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

TIMOTHY M HUCKABEE DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: TIMOTHY M HUCKABEE DDS, PA

Employer identification number (EIN): 752601841

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBRA MORGAN 2024-09-26
002 2022-01-01 KIMBRA MORGAN 2023-10-04
002 2021-01-01 KIMBRA MORGAN 2022-07-11
002 2012-01-01 TIMOTHY M. HUCKABEE, D.D.S. TIMOTHY M. HUCKABEE, D.D.S. 2013-04-12
002 2011-01-01 TIMOTHY M. HUCKABEE, D.D.S. TIMOTHY M. HUCKABEE, D.D.S. 2012-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KIMBRA MORGAN	2024-09-26
002	2022-01-01	KIMBRA MORGAN	2023-10-04
002	2021-01-01	KIMBRA MORGAN	2022-07-11
002	2012-01-01	TIMOTHY M. HUCKABEE, D.D.S.		TIMOTHY M. HUCKABEE, D.D.S.	2013-04-12
002	2011-01-01	TIMOTHY M. HUCKABEE, D.D.S.		TIMOTHY M. HUCKABEE, D.D.S.	2012-05-31

Plan Statistics for TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN

Measure Date Value
2012: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN

Measure	Date	Value
2012 : TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-3,453
Expenses. Total of all expenses incurred	2012-12-31	$629,742
Benefits paid (including direct rollovers)	2012-12-31	$629,592
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$633,195
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-3,453
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-633,195
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$633,195
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$46,229
Expenses. Total of all expenses incurred	2011-12-31	$8,265
Benefits paid (including direct rollovers)	2011-12-31	$8,115
Total plan assets at end of year	2011-12-31	$633,195
Total plan assets at beginning of year	2011-12-31	$595,231
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-17,200
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$37,964
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$633,195
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$595,231
Total contributions received or receivable from employer(s)	2011-12-31	$63,429
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$160,817
Expenses. Total of all expenses incurred	2010-12-31	$150
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$595,231
Total plan assets at beginning of year	2010-12-31	$434,564
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$32,414
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$160,667
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$595,231
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$434,564
Total contributions received or receivable from employer(s)	2010-12-31	$128,403
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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 securities	2010-12-31	$0

Form 5500 Responses for TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN

2012: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIMOTHY M. HUCKABEE, D.D.S., P.A. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TIMOTHY M HUCKABEE DDS, PA
Employer identification number (EIN):	752601841
NAIC Classification:	621210
NAIC Description:	Offices of Dentists