?>
Logo

PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 003

PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PAUL J. HUBLEY, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:PAUL J. HUBLEY, D.M.D., P.C.
Employer identification number (EIN):043074187
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01PAUL J. HUBLEY, DMD2024-06-28
0032023-01-01PAUL J. HUBLEY, D.M.D.2024-02-29
0032022-01-01PAUL J. HUBLEY, D.M.D.2023-05-25
0032021-01-01PAUL J. HUBLEY, D.M.D.2022-08-18
0032020-01-01PAUL J. HUBLEY, D.M.D.2021-07-28
0032019-01-01PAUL J. HUBLEY, D.M.D.2020-09-23
0032018-01-01PAUL J. HUBLEY, D.M.D.2019-10-08
0032017-01-01PAUL HUBLEY2018-10-08
0032016-01-01PAUL HUBLEY2017-10-09
0032015-01-01PAUL HUBLEY2016-10-13
0032014-01-01KATHERINE KINNEY2015-10-13
0032013-01-01JAMES S CINAMON JAMES S CINAMON2014-05-28
0032012-01-01JAMES S CINAMON JAMES S CINAMON2013-05-21
0032011-01-01JAMES S CINAMON JAMES S CINAMON2012-09-27
0032010-01-01JAMES S CINAMON JAMES S CINAMON2011-08-09
0032009-01-01JAMES CINAMON JAMES CINAMON2010-08-24
0032009-01-01JAMES CINAMON JAMES CINAMON2010-08-25

Plan Statistics for PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2812
Total number of particpants at end of year2024-06-280
Number of Participants With Account Balances2024-06-280
Total number of particpants at beginning of year2024-02-2913
Total number of particpants at end of year2024-02-2912
Number of Participants With Account Balances2024-02-2912
2022: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-1813
Total number of particpants at end of year2022-08-1813
Number of Participants With Account Balances2022-08-1813
2013: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0113
Total participants2012-01-0113
Number of participants with account balances2012-01-0112
2011: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-283003703
Net assets as of the end of the plan year2024-06-280
Total assets as of the beginning of the plan year2024-06-282878711
Value of plan covered by a fidelity bond2024-06-28350000
Other income to plan in this plan year2024-06-28124992
Plan net income in this plan year2024-06-28-2878711
Net assets as of the end of the plan year2024-06-280
Net assets as of the beginning of the plan year2024-06-282878711
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-28718
Total expenses incurred by plan in this plan year2024-02-2967958
Net assets as of the end of the plan year2024-02-292878711
Total assets as of the beginning of the plan year2024-02-292593357
Value of plan covered by a fidelity bond2024-02-29350000
Participant contributions to plan in this plan year2024-02-2943638
Other contributions to plan in this plan year2024-02-290
Other income to plan in this plan year2024-02-29298979
Plan net income in this plan year2024-02-29285354
Net assets as of the end of the plan year2024-02-292878711
Net assets as of the beginning of the plan year2024-02-292593357
Employer contributions to plan in this plan year2024-02-2910695
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-293008
2022 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-180
Net assets as of the end of the plan year2022-08-182909760
Total assets as of the beginning of the plan year2022-08-182549663
Value of plan covered by a fidelity bond2022-08-18350000
Participant contributions to plan in this plan year2022-08-1878871
Value of participant loans at end of plan year2022-08-183506
Other contributions to plan in this plan year2022-08-180
Other income to plan in this plan year2022-08-18257793
Plan net income in this plan year2022-08-18360097
Net assets as of the end of the plan year2022-08-182909760
Net assets as of the beginning of the plan year2022-08-182549663
Employer contributions to plan in this plan year2022-08-1823433
Fees paid to broker by Benefit Provider2022-08-186723
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-180
2013 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$537,975
Expenses. Total of all expenses incurred2013-12-31$41,312
Benefits paid (including direct rollovers)2013-12-31$41,312
Total plan assets at end of year2013-12-31$2,809,949
Total plan assets at beginning of year2013-12-31$2,313,286
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$46,822
Other income received2013-12-31$421,195
Net income (gross income less expenses)2013-12-31$496,663
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,809,949
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,313,286
Assets. Value of participant loans2013-12-31$1,549
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,090
Total contributions received or receivable from employer(s)2013-12-31$69,958
2012 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$325,330
Expenses. Total of all expenses incurred2012-12-31$214,480
Benefits paid (including direct rollovers)2012-12-31$214,480
Total plan assets at end of year2012-12-31$2,313,286
Total plan assets at beginning of year2012-12-31$2,202,436
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$46,420
Other income received2012-12-31$205,713
Net income (gross income less expenses)2012-12-31$110,850
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,313,286
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,202,436
Assets. Value of participant loans2012-12-31$2,050
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,090
Total contributions received or receivable from employer(s)2012-12-31$73,197
2011 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$36,087
Expenses. Total of all expenses incurred2011-12-31$13,551
Benefits paid (including direct rollovers)2011-12-31$13,551
Total plan assets at end of year2011-12-31$2,202,436
Total plan assets at beginning of year2011-12-31$2,179,900
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$45,699
Other income received2011-12-31$-79,092
Net income (gross income less expenses)2011-12-31$22,536
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,202,436
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,179,900
Assets. Value of participant loans2011-12-31$2,530
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,090
Total contributions received or receivable from employer(s)2011-12-31$69,480
2010 : PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$300,230
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$2,179,900
Total plan assets at beginning of year2010-12-31$1,879,670
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$57,248
Other income received2010-12-31$177,251
Net income (gross income less expenses)2010-12-31$300,230
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,179,900
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,879,670
Assets. Value of participant loans2010-12-31$2,083
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1,090
Total contributions received or receivable from employer(s)2010-12-31$65,731

Form 5500 Responses for PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2013: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAUL J HUBLEY, D.M.D., P.C. 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z012701
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z012701
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number0Z012701
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number1Z012701
Policy instance 1

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 S3