JAMES H HOLMES JR MD INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES H HOLMES JR MD INC PROFIT SHARING PLAN
Measure | Date | Value |
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2023: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 3 |
Number of participants with account balances | 2023-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JAMES H HOLMES JR MD INC 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 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JAMES H HOLMES JR MD INC 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 | 3 |
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 | 2 |
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 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
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 | 1 |
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 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAMES H HOLMES JR MD INC 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 | 4 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $158,758 |
Expenses. Total of all expenses incurred | 2023-12-31 | $41,140 |
Benefits paid (including direct rollovers) | 2023-12-31 | $38,174 |
Total plan assets at end of year | 2023-12-31 | $775,190 |
Total plan assets at beginning of year | 2023-12-31 | $657,572 |
Value of fidelity bond covering the plan | 2023-12-31 | $85,000 |
Assets. Value of tangible personal property | 2023-12-31 | $1,200 |
Other income received | 2023-12-31 | $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 |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-144,034 |
Expenses. Total of all expenses incurred | 2022-12-31 | $46,756 |
Benefits paid (including direct rollovers) | 2022-12-31 | $46,756 |
Total plan assets at end of year | 2022-12-31 | $657,572 |
Total plan assets at beginning of year | 2022-12-31 | $848,362 |
Value of fidelity bond covering the plan | 2022-12-31 | $85,000 |
Assets. Value of tangible personal property | 2022-12-31 | $3,900 |
Other income received | 2022-12-31 | $-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 |
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Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $167,328 |
Expenses. Total of all expenses incurred | 2021-12-31 | $107,691 |
Benefits paid (including direct rollovers) | 2021-12-31 | $106,789 |
Total plan assets at end of year | 2021-12-31 | $848,362 |
Total plan assets at beginning of year | 2021-12-31 | $788,725 |
Value of fidelity bond covering the plan | 2021-12-31 | $80,000 |
Assets. Value of tangible personal property | 2021-12-31 | $3,900 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $151,936 |
Noncash contributions received | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $7,925 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $788,725 |
Total plan assets at beginning of year | 2020-12-31 | $780,800 |
Value of fidelity bond covering the plan | 2020-12-31 | $80,000 |
Assets. Value of tangible personal property | 2020-12-31 | $3,750 |
Other income received | 2020-12-31 | $-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 securities | 2020-12-31 | $0 |
2019 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $147,985 |
Expenses. Total of all expenses incurred | 2019-12-31 | $32,282 |
Benefits paid (including direct rollovers) | 2019-12-31 | $32,277 |
Total plan assets at end of year | 2019-12-31 | $780,800 |
Total plan assets at beginning of year | 2019-12-31 | $665,097 |
Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
Assets. Value of tangible personal property | 2019-12-31 | $3,750 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $20,182 |
Expenses. Total of all expenses incurred | 2018-12-31 | $34,884 |
Benefits paid (including direct rollovers) | 2018-12-31 | $34,881 |
Total plan assets at end of year | 2018-12-31 | $665,097 |
Total plan assets at beginning of year | 2018-12-31 | $679,799 |
Value of fidelity bond covering the plan | 2018-12-31 | $60,000 |
Assets. Value of tangible personal property | 2018-12-31 | $3,450 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
2017 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $126,932 |
Expenses. Total of all expenses incurred | 2017-12-31 | $26,130 |
Benefits paid (including direct rollovers) | 2017-12-31 | $26,100 |
Total plan assets at end of year | 2017-12-31 | $679,799 |
Total plan assets at beginning of year | 2017-12-31 | $578,997 |
Value of fidelity bond covering the plan | 2017-12-31 | $60,000 |
Assets. Value of tangible personal property | 2017-12-31 | $3,450 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : JAMES H HOLMES JR MD INC 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 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $889 |
Total income from all sources | 2016-12-31 | $58,338 |
Expenses. Total of all expenses incurred | 2016-12-31 | $23,985 |
Benefits paid (including direct rollovers) | 2016-12-31 | $23,985 |
Total plan assets at end of year | 2016-12-31 | $578,997 |
Total plan assets at beginning of year | 2016-12-31 | $545,533 |
Value of fidelity bond covering the plan | 2016-12-31 | $55,000 |
Assets. Value of tangible personal property | 2016-12-31 | $3,500 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
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 | $-4,162 |
Noncash contributions received | 2016-12-31 | $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 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 H HOLMES JR MD INC PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $889 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $13,823 |
Expenses. Total of all expenses incurred | 2015-12-31 | $34,566 |
Benefits paid (including direct rollovers) | 2015-12-31 | $26,505 |
Total plan assets at end of year | 2015-12-31 | $545,533 |
Total plan assets at beginning of year | 2015-12-31 | $565,387 |
Value of fidelity bond covering the plan | 2015-12-31 | $85,000 |
Assets. Value of tangible personal property | 2015-12-31 | $3,250 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
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 | $-41,585 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : JAMES H HOLMES JR MD INC 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 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $96,406 |
Expenses. Total of all expenses incurred | 2014-12-31 | $33,549 |
Benefits paid (including direct rollovers) | 2014-12-31 | $22,153 |
Total plan assets at end of year | 2014-12-31 | $599,122 |
Total plan assets at beginning of year | 2014-12-31 | $536,265 |
Value of fidelity bond covering the plan | 2014-12-31 | $85,000 |
Assets. Value of tangible personal property | 2014-12-31 | $3,275 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $34,973 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : JAMES H HOLMES JR MD INC 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 | $42,204 |
Expenses. Total of all expenses incurred | 2013-12-31 | $22,263 |
Benefits paid (including direct rollovers) | 2013-12-31 | $21,318 |
Total plan assets at end of year | 2013-12-31 | $536,265 |
Total plan assets at beginning of year | 2013-12-31 | $516,324 |
Value of fidelity bond covering the plan | 2013-12-31 | $85,000 |
Assets. Value of tangible personal property | 2013-12-31 | $3,275 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 401k financial data |
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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 | $37,986 |
Expenses. Total of all expenses incurred | 2012-12-31 | $21,290 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,267 |
Total plan assets at end of year | 2012-12-31 | $516,324 |
Total plan assets at beginning of year | 2012-12-31 | $499,628 |
Value of fidelity bond covering the plan | 2012-12-31 | $85,000 |
Assets. Value of tangible personal property | 2012-12-31 | $3,230 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $65,187 |
Expenses. Total of all expenses incurred | 2011-12-31 | $28,293 |
Benefits paid (including direct rollovers) | 2011-12-31 | $27,443 |
Total plan assets at end of year | 2011-12-31 | $499,628 |
Total plan assets at beginning of year | 2011-12-31 | $462,734 |
Value of fidelity bond covering the plan | 2011-12-31 | $85,000 |
Assets. Value of tangible personal property | 2011-12-31 | $3,230 |
Other income received | 2011-12-31 | $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 loans | 2011-12-31 | $15,528 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $63,735 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $850 |
2010 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $58,609 |
Expenses. Total of all expenses incurred | 2010-12-31 | $18,506 |
Benefits paid (including direct rollovers) | 2010-12-31 | $16,395 |
Total plan assets at end of year | 2010-12-31 | $462,734 |
Total plan assets at beginning of year | 2010-12-31 | $422,631 |
Value of fidelity bond covering the plan | 2010-12-31 | $85,000 |
Assets. Value of tangible personal property | 2010-12-31 | $3,040 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JAMES H HOLMES JR MD INC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |