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WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM T. HART, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. HART, P.C.
Employer identification number (EIN):840850474
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-04-01
0022019-04-01
0022018-04-01
0022017-04-01WILLIAM T. HART
0022016-04-01WILLIAM T. HART
0022015-04-01WILLIAM T. HART
0022014-04-01WILLIAM T. HART
0022013-04-01WILLIAM T. HART
0022012-04-01WILLIAM T. HART
0022011-04-01WILLIAM T. HART
0022010-04-01WILLIAM T. HART
0022009-04-01WILLIAM T. HART

Plan Statistics for WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-013
Total number of active participants reported on line 7a of the Form 55002020-04-010
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-010
Number of participants with account balances2020-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-311,847,519
Acturial value of plan assets2020-03-311,847,519
Funding target for retired participants and beneficiaries receiving payment2020-03-310
Number of terminated vested participants2020-03-310
Fundng target for terminated vested participants2020-03-310
Active participant vested funding target2020-03-311,777,523
Number of active participants2020-03-313
Total funding liabilities for active participants2020-03-311,777,523
Total participant count2020-03-313
Total funding target for all participants2020-03-311,777,523
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-310
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-310
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-314,653
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-310
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-310
Contributions allocatedtoward minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-013
Total number of active participants reported on line 7a of the Form 55002019-04-013
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Market value of plan assets2019-03-311,844,279
Acturial value of plan assets2019-03-311,844,279
Funding target for retired participants and beneficiaries receiving payment2019-03-310
Number of terminated vested participants2019-03-310
Fundng target for terminated vested participants2019-03-310
Active participant vested funding target2019-03-311,642,537
Number of active participants2019-03-313
Total funding liabilities for active participants2019-03-311,642,537
Total participant count2019-03-313
Total funding target for all participants2019-03-311,642,537
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-311,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-311,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-310
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-310
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-314,073
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-310
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-310
Contributions allocatedtoward minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-013
Total number of active participants reported on line 7a of the Form 55002018-04-013
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
Market value of plan assets2018-03-311,299,021
Acturial value of plan assets2018-03-311,299,021
Funding target for retired participants and beneficiaries receiving payment2018-03-310
Number of terminated vested participants2018-03-310
Fundng target for terminated vested participants2018-03-310
Active participant vested funding target2018-03-311,511,877
Number of active participants2018-03-313
Total funding liabilities for active participants2018-03-311,511,877
Total participant count2018-03-313
Total funding target for all participants2018-03-311,511,877
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-31755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-31797
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-3165,000
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-3157,828
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-313,402
Net shortfall amortization installment of oustanding balance2018-03-31212,856
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-3156,237
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-3156,237
Contributions allocatedtoward minimum required contributions for current year2018-03-3157,828
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-013
Total number of active participants reported on line 7a of the Form 55002017-04-013
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Market value of plan assets2017-03-311,250,099
Acturial value of plan assets2017-03-311,250,099
Funding target for retired participants and beneficiaries receiving payment2017-03-310
Number of terminated vested participants2017-03-310
Fundng target for terminated vested participants2017-03-310
Active participant vested funding target2017-03-311,394,214
Number of active participants2017-03-313
Total funding liabilities for active participants2017-03-311,394,214
Total participant count2017-03-313
Total funding target for all participants2017-03-311,394,214
Balance at beginning of prior year after applicable adjustments2017-03-3151,690
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-3132,550
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-3119,140
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-31495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-31505
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-3119,544
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-3145,416
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3140,208
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-312,969
Net shortfall amortization installment of oustanding balance2017-03-31144,115
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-3139,453
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-3139,453
Contributions allocatedtoward minimum required contributions for current year2017-03-3140,208
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-013
Total number of active participants reported on line 7a of the Form 55002016-04-013
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-013
Total number of active participants reported on line 7a of the Form 55002015-04-013
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012
Total number of active participants reported on line 7a of the Form 55002014-04-013
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012
Total number of active participants reported on line 7a of the Form 55002013-04-012
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-012
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-012
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-013
Total number of active participants reported on line 7a of the Form 55002010-04-012
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-013
Total number of active participants reported on line 7a of the Form 55002009-04-013
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-03-01$0
Total plan liabilities at end of year2021-03-01$0
Total plan liabilities at beginning of year2021-03-01$0
Total income from all sources2021-03-01$-600,106
Expenses. Total of all expenses incurred2021-03-01$1,248,190
Benefits paid (including direct rollovers)2021-03-01$1,248,190
Total plan assets at end of year2021-03-01$0
Total plan assets at beginning of year2021-03-01$1,848,296
Value of fidelity bond covering the plan2021-03-01$850,000
Total contributions received or receivable from participants2021-03-01$0
Expenses. Other expenses not covered elsewhere2021-03-01$0
Contributions received from other sources (not participants or employers)2021-03-01$0
Other income received2021-03-01$-600,106
Noncash contributions received2021-03-01$0
Net income (gross income less expenses)2021-03-01$-1,848,296
Net plan assets at end of year (total assets less liabilities)2021-03-01$0
Net plan assets at beginning of year (total assets less liabilities)2021-03-01$1,848,296
Assets. Value of real-estate (other than employer real property)2021-03-01$0
Total contributions received or receivable from employer(s)2021-03-01$0
Value of certain deemed distributions of participant loans2021-03-01$0
Value of corrective distributions2021-03-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-01$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-01$160,000
2020 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$777
Expenses. Total of all expenses incurred2020-03-31$0
Benefits paid (including direct rollovers)2020-03-31$0
Total plan assets at end of year2020-03-31$1,848,296
Total plan assets at beginning of year2020-03-31$1,847,519
Value of fidelity bond covering the plan2020-03-31$850,000
Total contributions received or receivable from participants2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$777
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$777
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,848,296
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$1,847,519
Assets. Value of real-estate (other than employer real property)2020-03-31$760,130
Total contributions received or receivable from employer(s)2020-03-31$0
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$0
2019 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$914
Expenses. Total of all expenses incurred2019-03-31$0
Benefits paid (including direct rollovers)2019-03-31$0
Total plan assets at end of year2019-03-31$1,847,519
Total plan assets at beginning of year2019-03-31$1,846,605
Value of fidelity bond covering the plan2019-03-31$850,000
Total contributions received or receivable from participants2019-03-31$0
Expenses. Other expenses not covered elsewhere2019-03-31$0
Contributions received from other sources (not participants or employers)2019-03-31$0
Other income received2019-03-31$914
Noncash contributions received2019-03-31$0
Net income (gross income less expenses)2019-03-31$914
Net plan assets at end of year (total assets less liabilities)2019-03-31$1,847,519
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,846,605
Assets. Value of real-estate (other than employer real property)2019-03-31$760,130
Total contributions received or receivable from employer(s)2019-03-31$0
Value of certain deemed distributions of participant loans2019-03-31$0
Value of corrective distributions2019-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at end of year2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$546,059
Expenses. Total of all expenses incurred2018-03-31$0
Benefits paid (including direct rollovers)2018-03-31$0
Total plan assets at end of year2018-03-31$1,846,605
Total plan assets at beginning of year2018-03-31$1,300,546
Value of fidelity bond covering the plan2018-03-31$850,000
Total contributions received or receivable from participants2018-03-31$0
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$481,059
Noncash contributions received2018-03-31$0
Net income (gross income less expenses)2018-03-31$546,059
Net plan assets at end of year (total assets less liabilities)2018-03-31$1,846,605
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,300,546
Assets. Value of real-estate (other than employer real property)2018-03-31$760,130
Total contributions received or receivable from employer(s)2018-03-31$65,000
Value of certain deemed distributions of participant loans2018-03-31$0
Value of corrective distributions2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$50,254
Expenses. Total of all expenses incurred2017-03-31$0
Benefits paid (including direct rollovers)2017-03-31$0
Total plan assets at end of year2017-03-31$1,300,546
Total plan assets at beginning of year2017-03-31$1,250,292
Value of fidelity bond covering the plan2017-03-31$400,000
Total contributions received or receivable from participants2017-03-31$0
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$4,838
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$50,254
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,300,546
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$1,250,292
Assets. Value of real-estate (other than employer real property)2017-03-31$279,740
Total contributions received or receivable from employer(s)2017-03-31$45,416
Value of certain deemed distributions of participant loans2017-03-31$0
Value of corrective distributions2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$30,789
Expenses. Total of all expenses incurred2016-03-31$0
Benefits paid (including direct rollovers)2016-03-31$0
Total plan assets at end of year2016-03-31$1,250,292
Total plan assets at beginning of year2016-03-31$1,219,503
Value of fidelity bond covering the plan2016-03-31$400,000
Total contributions received or receivable from participants2016-03-31$0
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$25,789
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$30,789
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,250,292
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,219,503
Assets. Value of real-estate (other than employer real property)2016-03-31$275,850
Total contributions received or receivable from employer(s)2016-03-31$5,000
Value of certain deemed distributions of participant loans2016-03-31$0
Value of corrective distributions2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$7,515
Expenses. Total of all expenses incurred2015-03-31$0
Benefits paid (including direct rollovers)2015-03-31$0
Total plan assets at end of year2015-03-31$1,219,503
Total plan assets at beginning of year2015-03-31$1,211,988
Value of fidelity bond covering the plan2015-03-31$240,000
Total contributions received or receivable from participants2015-03-31$0
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$7,515
Noncash contributions received2015-03-31$0
Net income (gross income less expenses)2015-03-31$7,515
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,219,503
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,211,988
Assets. Value of real-estate (other than employer real property)2015-03-31$239,000
Total contributions received or receivable from employer(s)2015-03-31$0
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$51,020
Expenses. Total of all expenses incurred2014-03-31$0
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$1,211,988
Total plan assets at beginning of year2014-03-31$1,160,968
Value of fidelity bond covering the plan2014-03-31$240,000
Total contributions received or receivable from participants2014-03-31$0
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$1,020
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$51,020
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,211,988
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,160,968
Assets. Value of real-estate (other than employer real property)2014-03-31$231,300
Total contributions received or receivable from employer(s)2014-03-31$50,000
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$86
Expenses. Total of all expenses incurred2013-03-31$0
Benefits paid (including direct rollovers)2013-03-31$0
Total plan assets at end of year2013-03-31$1,160,968
Total plan assets at beginning of year2013-03-31$1,160,882
Value of fidelity bond covering the plan2013-03-31$240,000
Total contributions received or receivable from participants2013-03-31$0
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$86
Noncash contributions received2013-03-31$0
Net income (gross income less expenses)2013-03-31$86
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,160,968
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,160,882
Assets. Value of real-estate (other than employer real property)2013-03-31$231,300
Total contributions received or receivable from employer(s)2013-03-31$0
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$5,648
Expenses. Total of all expenses incurred2012-03-31$0
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$1,160,882
Total plan assets at beginning of year2012-03-31$1,155,234
Value of fidelity bond covering the plan2012-03-31$240,000
Total contributions received or receivable from participants2012-03-31$0
Expenses. Other expenses not covered elsewhere2012-03-31$0
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$2,098
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$5,648
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,160,882
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,155,234
Assets. Value of real-estate (other than employer real property)2012-03-31$231,300
Total contributions received or receivable from employer(s)2012-03-31$3,550
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-03-31$0
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$15,105
Expenses. Total of all expenses incurred2011-03-31$14,357
Benefits paid (including direct rollovers)2011-03-31$14,357
Total plan assets at end of year2011-03-31$1,155,234
Total plan assets at beginning of year2011-03-31$1,154,486
Value of fidelity bond covering the plan2011-03-31$240,000
Total contributions received or receivable from participants2011-03-31$0
Expenses. Other expenses not covered elsewhere2011-03-31$0
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$105
Noncash contributions received2011-03-31$0
Net income (gross income less expenses)2011-03-31$748
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,155,234
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,154,486
Assets. Value of real-estate (other than employer real property)2011-03-31$231,300
Total contributions received or receivable from employer(s)2011-03-31$15,000
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN

2020: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingYes
2020-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: WILLIAM T. HART, P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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