JAMES G KINARD, DDS, CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN
Measure | Date | Value |
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2018: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 4 |
Number of participants with account balances | 2009-07-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2018 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $2,464 |
Total income from all sources | 2018-12-31 | $-276,660 |
Expenses. Total of all expenses incurred | 2018-12-31 | $346 |
Benefits paid (including direct rollovers) | 2018-12-31 | $344 |
Total plan assets at end of year | 2018-12-31 | $1,127,657 |
Total plan assets at beginning of year | 2018-12-31 | $1,407,127 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $25,716 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-307,456 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-277,006 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,127,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,404,663 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $5,080 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $2,464 |
Total plan liabilities at beginning of year | 2017-12-31 | $2,420 |
Total income from all sources | 2017-12-31 | $47,052 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,464 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,464 |
Total plan assets at end of year | 2017-12-31 | $1,407,127 |
Total plan assets at beginning of year | 2017-12-31 | $1,362,495 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,345 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $13,947 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $44,588 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,404,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,360,075 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $320,134 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,760 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $2,420 |
Total plan liabilities at beginning of year | 2016-12-31 | $150 |
Total income from all sources | 2016-12-31 | $34,927 |
Expenses. Total of all expenses incurred | 2016-12-31 | $70,739 |
Benefits paid (including direct rollovers) | 2016-12-31 | $70,739 |
Total plan assets at end of year | 2016-12-31 | $1,362,495 |
Total plan assets at beginning of year | 2016-12-31 | $1,396,037 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $4,327 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-35,812 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,360,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,395,887 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $310,279 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $6,600 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $150 |
Total plan liabilities at beginning of year | 2015-12-31 | $550 |
Total income from all sources | 2015-12-31 | $34,074 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,166 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,166 |
Total plan assets at end of year | 2015-12-31 | $1,396,037 |
Total plan assets at beginning of year | 2015-12-31 | $1,363,529 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $25,180 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $89 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $32,908 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,395,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,362,979 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $309,181 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $8,805 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $550 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $39,242 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,363,529 |
Total plan assets at beginning of year | 2014-12-31 | $1,323,737 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $26,403 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $2,511 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $39,242 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,362,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,323,737 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $312,197 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $10,328 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $39,178 |
Expenses. Total of all expenses incurred | 2013-12-31 | $34,433 |
Benefits paid (including direct rollovers) | 2013-12-31 | $34,433 |
Total plan assets at end of year | 2013-12-31 | $1,323,737 |
Total plan assets at beginning of year | 2013-12-31 | $1,318,992 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $24,161 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $6,592 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $4,745 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,323,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,318,992 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $312,197 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $8,425 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2012 401k financial data |
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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 | $40,131 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,318,992 |
Total plan assets at beginning of year | 2012-12-31 | $1,278,861 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $25,042 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $307,125 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $3,547 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $40,131 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,318,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,278,861 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $11,542 |
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 |
2011 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2011 401k financial data |
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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 | $11,363 |
Total income from all sources | 2011-12-31 | $47,628 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,718 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,718 |
Total plan assets at end of year | 2011-12-31 | $1,278,861 |
Total plan assets at beginning of year | 2011-12-31 | $1,247,314 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $24,717 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $307,125 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $11,394 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $42,910 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,278,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,235,951 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $11,517 |
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 |
2010 : JAMES G KINARD, DDS, CHARTERED PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $11,363 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $30,207 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,247,314 |
Total plan assets at beginning of year | 2010-12-31 | $1,205,759 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $23,261 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $1,940 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $30,192 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,235,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,205,759 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $5,006 |
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 | $15 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |