Logo

JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES H HOLMES JR MD INC PROFIT SHARING PLAN
Plan identification number 001

JAMES H HOLMES JR MD INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES H HOLMES JR MD INC has sponsored the creation of one or more 401k plans.

Company Name:JAMES H HOLMES JR MD INC
Employer identification number (EIN):942614774
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES H HOLMES JR MD INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0963144

More information about JAMES H HOLMES JR MD INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES H. HOLMES JR.2024-09-26 JAMES H. HOLMES JR.2024-09-26
0012022-01-01JAMES H. HOLMES2023-09-29 JAMES H. HOLMES2023-09-29
0012021-01-01JAMES H. HOLMES2022-10-10 JAMES H. HOLMES2022-10-10
0012020-01-01JAMES H. HOLMES2021-07-15 JAMES H. HOLMES2021-07-15
0012019-01-01JAMES H. HOLMES2020-09-29 JAMES H. HOLMES2020-09-29
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES H HOLMES JR MD JAMES H HOLMES JR MD2013-10-01
0012011-01-01PENSION FILERS
0012010-01-01PENSION FILERS
0012009-01-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Measure Date Value
2023: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Number of participants with account balances2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

Measure Date Value
2023 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$158,758
Expenses. Total of all expenses incurred2023-12-31$41,140
Benefits paid (including direct rollovers)2023-12-31$38,174
Total plan assets at end of year2023-12-31$775,190
Total plan assets at beginning of year2023-12-31$657,572
Value of fidelity bond covering the plan2023-12-31$85,000
Assets. Value of tangible personal property2023-12-31$1,200
Other income received2023-12-31$137,255
Net income (gross income less expenses)2023-12-31$117,618
Net plan assets at end of year (total assets less liabilities)2023-12-31$775,190
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$657,572
Total contributions received or receivable from employer(s)2023-12-31$21,503
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,966
2022 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-144,034
Expenses. Total of all expenses incurred2022-12-31$46,756
Benefits paid (including direct rollovers)2022-12-31$46,756
Total plan assets at end of year2022-12-31$657,572
Total plan assets at beginning of year2022-12-31$848,362
Value of fidelity bond covering the plan2022-12-31$85,000
Assets. Value of tangible personal property2022-12-31$3,900
Other income received2022-12-31$-159,738
Net income (gross income less expenses)2022-12-31$-190,790
Net plan assets at end of year (total assets less liabilities)2022-12-31$657,572
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$848,362
Total contributions received or receivable from employer(s)2022-12-31$15,704
2021 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$167,328
Expenses. Total of all expenses incurred2021-12-31$107,691
Benefits paid (including direct rollovers)2021-12-31$106,789
Total plan assets at end of year2021-12-31$848,362
Total plan assets at beginning of year2021-12-31$788,725
Value of fidelity bond covering the plan2021-12-31$80,000
Assets. Value of tangible personal property2021-12-31$3,900
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$151,936
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$59,637
Net plan assets at end of year (total assets less liabilities)2021-12-31$848,362
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$788,725
Total contributions received or receivable from employer(s)2021-12-31$15,392
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$7,925
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$788,725
Total plan assets at beginning of year2020-12-31$780,800
Value of fidelity bond covering the plan2020-12-31$80,000
Assets. Value of tangible personal property2020-12-31$3,750
Other income received2020-12-31$-14,688
Net income (gross income less expenses)2020-12-31$7,925
Net plan assets at end of year (total assets less liabilities)2020-12-31$788,725
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$780,800
Total contributions received or receivable from employer(s)2020-12-31$22,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$147,985
Expenses. Total of all expenses incurred2019-12-31$32,282
Benefits paid (including direct rollovers)2019-12-31$32,277
Total plan assets at end of year2019-12-31$780,800
Total plan assets at beginning of year2019-12-31$665,097
Value of fidelity bond covering the plan2019-12-31$70,000
Assets. Value of tangible personal property2019-12-31$3,750
Other income received2019-12-31$93,950
Net income (gross income less expenses)2019-12-31$115,703
Net plan assets at end of year (total assets less liabilities)2019-12-31$780,800
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$665,097
Total contributions received or receivable from employer(s)2019-12-31$54,035
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$20,182
Expenses. Total of all expenses incurred2018-12-31$34,884
Benefits paid (including direct rollovers)2018-12-31$34,881
Total plan assets at end of year2018-12-31$665,097
Total plan assets at beginning of year2018-12-31$679,799
Value of fidelity bond covering the plan2018-12-31$60,000
Assets. Value of tangible personal property2018-12-31$3,450
Other income received2018-12-31$-40,954
Net income (gross income less expenses)2018-12-31$-14,702
Net plan assets at end of year (total assets less liabilities)2018-12-31$665,097
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$679,799
Total contributions received or receivable from employer(s)2018-12-31$61,136
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$126,932
Expenses. Total of all expenses incurred2017-12-31$26,130
Benefits paid (including direct rollovers)2017-12-31$26,100
Total plan assets at end of year2017-12-31$679,799
Total plan assets at beginning of year2017-12-31$578,997
Value of fidelity bond covering the plan2017-12-31$60,000
Assets. Value of tangible personal property2017-12-31$3,450
Other income received2017-12-31$65,253
Net income (gross income less expenses)2017-12-31$100,802
Net plan assets at end of year (total assets less liabilities)2017-12-31$679,799
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$578,997
Total contributions received or receivable from employer(s)2017-12-31$61,679
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$889
Total income from all sources2016-12-31$58,338
Expenses. Total of all expenses incurred2016-12-31$23,985
Benefits paid (including direct rollovers)2016-12-31$23,985
Total plan assets at end of year2016-12-31$578,997
Total plan assets at beginning of year2016-12-31$545,533
Value of fidelity bond covering the plan2016-12-31$55,000
Assets. Value of tangible personal property2016-12-31$3,500
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-4,162
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$34,353
Net plan assets at end of year (total assets less liabilities)2016-12-31$578,997
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$544,644
Total contributions received or receivable from employer(s)2016-12-31$62,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 securities2016-12-31$0
2015 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$889
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,823
Expenses. Total of all expenses incurred2015-12-31$34,566
Benefits paid (including direct rollovers)2015-12-31$26,505
Total plan assets at end of year2015-12-31$545,533
Total plan assets at beginning of year2015-12-31$565,387
Value of fidelity bond covering the plan2015-12-31$85,000
Assets. Value of tangible personal property2015-12-31$3,250
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-41,585
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-20,743
Net plan assets at end of year (total assets less liabilities)2015-12-31$544,644
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$565,387
Total contributions received or receivable from employer(s)2015-12-31$55,408
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$96,406
Expenses. Total of all expenses incurred2014-12-31$33,549
Benefits paid (including direct rollovers)2014-12-31$22,153
Total plan assets at end of year2014-12-31$599,122
Total plan assets at beginning of year2014-12-31$536,265
Value of fidelity bond covering the plan2014-12-31$85,000
Assets. Value of tangible personal property2014-12-31$3,275
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$34,973
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$62,857
Net plan assets at end of year (total assets less liabilities)2014-12-31$599,122
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$536,265
Total contributions received or receivable from employer(s)2014-12-31$61,433
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$42,204
Expenses. Total of all expenses incurred2013-12-31$22,263
Benefits paid (including direct rollovers)2013-12-31$21,318
Total plan assets at end of year2013-12-31$536,265
Total plan assets at beginning of year2013-12-31$516,324
Value of fidelity bond covering the plan2013-12-31$85,000
Assets. Value of tangible personal property2013-12-31$3,275
Other income received2013-12-31$360
Net income (gross income less expenses)2013-12-31$19,941
Net plan assets at end of year (total assets less liabilities)2013-12-31$536,265
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$516,324
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$41,844
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$37,986
Expenses. Total of all expenses incurred2012-12-31$21,290
Benefits paid (including direct rollovers)2012-12-31$20,267
Total plan assets at end of year2012-12-31$516,324
Total plan assets at beginning of year2012-12-31$499,628
Value of fidelity bond covering the plan2012-12-31$85,000
Assets. Value of tangible personal property2012-12-31$3,230
Other income received2012-12-31$986
Net income (gross income less expenses)2012-12-31$16,696
Net plan assets at end of year (total assets less liabilities)2012-12-31$516,324
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$499,628
Assets. Value of participant loans2012-12-31$16,201
Total contributions received or receivable from employer(s)2012-12-31$37,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$65,187
Expenses. Total of all expenses incurred2011-12-31$28,293
Benefits paid (including direct rollovers)2011-12-31$27,443
Total plan assets at end of year2011-12-31$499,628
Total plan assets at beginning of year2011-12-31$462,734
Value of fidelity bond covering the plan2011-12-31$85,000
Assets. Value of tangible personal property2011-12-31$3,230
Other income received2011-12-31$1,452
Net income (gross income less expenses)2011-12-31$36,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$499,628
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$462,734
Assets. Value of participant loans2011-12-31$15,528
Total contributions received or receivable from employer(s)2011-12-31$63,735
Value of certain deemed distributions of participant loans2011-12-31$850
2010 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$58,609
Expenses. Total of all expenses incurred2010-12-31$18,506
Benefits paid (including direct rollovers)2010-12-31$16,395
Total plan assets at end of year2010-12-31$462,734
Total plan assets at beginning of year2010-12-31$422,631
Value of fidelity bond covering the plan2010-12-31$85,000
Assets. Value of tangible personal property2010-12-31$3,040
Other income received2010-12-31$2,005
Net income (gross income less expenses)2010-12-31$40,103
Net plan assets at end of year (total assets less liabilities)2010-12-31$462,734
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$422,631
Assets. Value of participant loans2010-12-31$26,075
Total contributions received or receivable from employer(s)2010-12-31$56,604
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES H HOLMES JR MD INC PROFIT SHARING PLAN

2023: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1