DILLEHAY ORTHODONTICS, PA (FORMERLY ROGERS DUNCAN DILLEHAY) has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DILLEHAY ORTHODONTICS, PA 401(K)PLAN
Measure | Date | Value |
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2016: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 28 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 29 |
Number of participants with account balances | 2015-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
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 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 26 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 25 |
Number of participants with account balances | 2013-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
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 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 20 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $330,460 |
Expenses. Total of all expenses incurred | 2016-12-31 | $302,584 |
Benefits paid (including direct rollovers) | 2016-12-31 | $283,385 |
Total plan assets at end of year | 2016-12-31 | $3,865,743 |
Total plan assets at beginning of year | 2016-12-31 | $3,837,867 |
Value of fidelity bond covering the plan | 2016-12-31 | $700,000 |
Total contributions received or receivable from participants | 2016-12-31 | $93,450 |
Other income received | 2016-12-31 | $205,184 |
Net income (gross income less expenses) | 2016-12-31 | $27,876 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,865,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,837,867 |
Assets. Value of participant loans | 2016-12-31 | $40,362 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $6,221 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $31,826 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $19,199 |
2015 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $26,263 |
Expenses. Total of all expenses incurred | 2015-12-31 | $53,684 |
Benefits paid (including direct rollovers) | 2015-12-31 | $33,738 |
Total plan assets at end of year | 2015-12-31 | $3,837,867 |
Total plan assets at beginning of year | 2015-12-31 | $3,865,288 |
Value of fidelity bond covering the plan | 2015-12-31 | $700,000 |
Total contributions received or receivable from participants | 2015-12-31 | $88,841 |
Other income received | 2015-12-31 | $-89,192 |
Net income (gross income less expenses) | 2015-12-31 | $-27,421 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,837,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,865,288 |
Assets. Value of participant loans | 2015-12-31 | $36,742 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $2,407 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $26,614 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,946 |
2014 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $251,524 |
Expenses. Total of all expenses incurred | 2014-12-31 | $336,884 |
Benefits paid (including direct rollovers) | 2014-12-31 | $316,715 |
Total plan assets at end of year | 2014-12-31 | $3,865,288 |
Total plan assets at beginning of year | 2014-12-31 | $3,950,648 |
Value of fidelity bond covering the plan | 2014-12-31 | $700,000 |
Total contributions received or receivable from participants | 2014-12-31 | $90,097 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $420 |
Other income received | 2014-12-31 | $136,403 |
Net income (gross income less expenses) | 2014-12-31 | $-85,360 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,865,288 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,950,648 |
Assets. Value of participant loans | 2014-12-31 | $56,713 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,285 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $24,604 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $20,169 |
2013 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $510,306 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,270 |
Benefits paid (including direct rollovers) | 2013-12-31 | $95 |
Total plan assets at end of year | 2013-12-31 | $3,950,648 |
Total plan assets at beginning of year | 2013-12-31 | $3,459,612 |
Value of fidelity bond covering the plan | 2013-12-31 | $700,000 |
Total contributions received or receivable from participants | 2013-12-31 | $70,010 |
Other income received | 2013-12-31 | $413,835 |
Net income (gross income less expenses) | 2013-12-31 | $491,036 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,950,648 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,459,612 |
Assets. Value of participant loans | 2013-12-31 | $75,866 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,800 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $26,461 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $19,175 |
2012 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $766,764 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,047,450 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,020,186 |
Total plan assets at end of year | 2012-12-31 | $3,459,612 |
Total plan assets at beginning of year | 2012-12-31 | $3,740,298 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $66,263 |
Other income received | 2012-12-31 | $663,001 |
Net income (gross income less expenses) | 2012-12-31 | $-280,686 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,459,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,740,298 |
Assets. Value of participant loans | 2012-12-31 | $65,840 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,644 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $37,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $27,264 |
2011 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $110,944 |
Expenses. Total of all expenses incurred | 2011-12-31 | $208,442 |
Benefits paid (including direct rollovers) | 2011-12-31 | $185,951 |
Total plan assets at end of year | 2011-12-31 | $3,740,298 |
Total plan assets at beginning of year | 2011-12-31 | $3,837,796 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $73,986 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,695 |
Other income received | 2011-12-31 | $5,317 |
Net income (gross income less expenses) | 2011-12-31 | $-97,498 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,740,298 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,837,796 |
Assets. Value of participant loans | 2011-12-31 | $48,841 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $489,085 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $24,946 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,491 |
2010 : DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $827,681 |
Expenses. Total of all expenses incurred | 2010-12-31 | $150,952 |
Benefits paid (including direct rollovers) | 2010-12-31 | $111,747 |
Total plan assets at end of year | 2010-12-31 | $3,837,796 |
Total plan assets at beginning of year | 2010-12-31 | $3,161,067 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $77,113 |
Other income received | 2010-12-31 | $725,431 |
Net income (gross income less expenses) | 2010-12-31 | $676,729 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,837,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,161,067 |
Assets. Value of participant loans | 2010-12-31 | $50,827 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $493,874 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $25,137 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $39,205 |
2016: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DILLEHAY ORTHODONTICS, PA 401(K)PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DILLEHAY ORTHODONTICS, PA 401(K)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 |
2009: DILLEHAY ORTHODONTICS, PA 401(K)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 |