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ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 401k Plan overview

Plan NameROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN
Plan identification number 001

ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

ROBERT W. HAGGERTY JR. D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. HAGGERTY JR. D.D.S.
Employer identification number (EIN):850282394
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ROBERT W HAGGERTY2020-07-19
0012018-01-01ROBERT W HAGGERTY2019-07-28
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01ROBERTY W HAGGERTY
0012012-01-01ROBERTY W HAGGERTY
0012011-01-01ROBERTY W HAGGERTY
0012009-01-01ROBERTY W HAGGERTY

Plan Statistics for ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN

401k plan membership statisitcs for ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN

Measure Date Value
2019: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-011
2018: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
2013: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2009: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016

Financial Data on ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN

Measure Date Value
2019 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2019 401k financial data
Total income from all sources2019-12-31$46,981
Expenses. Total of all expenses incurred2019-12-31$18,571
Benefits paid (including direct rollovers)2019-12-31$18,396
Total plan assets at end of year2019-12-31$979,819
Total plan assets at beginning of year2019-12-31$951,409
Other income received2019-12-31$46,981
Net income (gross income less expenses)2019-12-31$28,410
Net plan assets at end of year (total assets less liabilities)2019-12-31$979,819
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$951,409
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$175
2018 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2018 401k financial data
Total income from all sources2018-12-31$3,193
Total plan assets at end of year2018-12-31$951,409
Total plan assets at beginning of year2018-12-31$948,216
Other income received2018-12-31$3,193
Net income (gross income less expenses)2018-12-31$3,193
Net plan assets at end of year (total assets less liabilities)2018-12-31$951,409
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$948,216
2017 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2017 401k financial data
Total income from all sources2017-12-31$10,249
Total plan assets at end of year2017-12-31$948,216
Total plan assets at beginning of year2017-12-31$937,967
Other income received2017-12-31$10,249
Net income (gross income less expenses)2017-12-31$10,249
Net plan assets at end of year (total assets less liabilities)2017-12-31$948,216
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$937,967
2016 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2016 401k financial data
Total income from all sources2016-12-31$7,278
Total plan assets at end of year2016-12-31$937,967
Total plan assets at beginning of year2016-12-31$930,689
Other income received2016-12-31$7,278
Net income (gross income less expenses)2016-12-31$7,278
Net plan assets at end of year (total assets less liabilities)2016-12-31$937,967
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$930,689
2015 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,710
Expenses. Total of all expenses incurred2015-12-31$9,050
Benefits paid (including direct rollovers)2015-12-31$8,940
Total plan assets at end of year2015-12-31$930,689
Total plan assets at beginning of year2015-12-31$925,029
Other income received2015-12-31$14,710
Net income (gross income less expenses)2015-12-31$5,660
Net plan assets at end of year (total assets less liabilities)2015-12-31$930,689
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$925,029
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$110
2014 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2014 401k financial data
Total income from all sources2014-12-31$13,468
Total plan assets at end of year2014-12-31$925,029
Total plan assets at beginning of year2014-12-31$911,561
Other income received2014-12-31$13,468
Net income (gross income less expenses)2014-12-31$13,468
Net plan assets at end of year (total assets less liabilities)2014-12-31$925,029
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$911,561
2013 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$8,252
Total plan assets at end of year2013-12-31$911,561
Total plan assets at beginning of year2013-12-31$903,309
Other income received2013-12-31$8,252
Net income (gross income less expenses)2013-12-31$8,252
Net plan assets at end of year (total assets less liabilities)2013-12-31$911,561
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$903,309
2012 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$74,270
Expenses. Total of all expenses incurred2012-12-31$40,003
Benefits paid (including direct rollovers)2012-12-31$40,003
Total plan assets at end of year2012-12-31$903,309
Total plan assets at beginning of year2012-12-31$869,042
Other income received2012-12-31$15,222
Net income (gross income less expenses)2012-12-31$34,267
Net plan assets at end of year (total assets less liabilities)2012-12-31$903,309
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$869,042
Total contributions received or receivable from employer(s)2012-12-31$59,048
2011 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$60,263
Expenses. Total of all expenses incurred2011-12-31$14,161
Benefits paid (including direct rollovers)2011-12-31$14,161
Total plan assets at end of year2011-12-31$869,042
Total plan assets at beginning of year2011-12-31$822,940
Other income received2011-12-31$11,263
Net income (gross income less expenses)2011-12-31$46,102
Net plan assets at end of year (total assets less liabilities)2011-12-31$869,042
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$822,940
Total contributions received or receivable from employer(s)2011-12-31$49,000
2010 : ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$23,787
Expenses. Total of all expenses incurred2010-12-31$240
Total plan assets at end of year2010-12-31$822,940
Total plan assets at beginning of year2010-12-31$799,393
Expenses. Other expenses not covered elsewhere2010-12-31$240
Other income received2010-12-31$-983
Net income (gross income less expenses)2010-12-31$23,547
Net plan assets at end of year (total assets less liabilities)2010-12-31$822,940
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$799,393
Total contributions received or receivable from employer(s)2010-12-31$24,770

Form 5500 Responses for ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN

2019: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 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: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 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: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 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: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 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: ROBERT W. HAGGERTY, JR., D.D.S. P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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