JAMES E. JACOBS, D.M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2011 : JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $29,468 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $719 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $429 |
| Total plan assets at end of year | 2011-12-31 | $703,310 |
| Total plan assets at beginning of year | 2011-12-31 | $674,561 |
| Value of fidelity bond covering the plan | 2011-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $290 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $15,587 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $28,749 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $703,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $674,561 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $2,792 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,881 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $44,542 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,046 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $967 |
| Total plan assets at end of year | 2010-12-31 | $674,561 |
| Total plan assets at beginning of year | 2010-12-31 | $631,065 |
| Value of fidelity bond covering the plan | 2010-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $79 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $31,481 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $43,496 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $674,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $631,065 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $2,792 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,061 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2011: JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E. JACOBS, D.M.D. 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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