HAMILTON, WILSON & HENDRICKSON D.D.S., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST
401k plan membership statisitcs for DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2023: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 24 |
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 | 9 |
Total of all active and inactive participants | 2023-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 33 |
Number of participants with account balances | 2023-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
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 | 15 |
Total of all active and inactive participants | 2022-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 34 |
Number of participants with account balances | 2022-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
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 | 11 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
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 | 11 |
Total of all active and inactive participants | 2019-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 36 |
Number of participants with account balances | 2019-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
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 | 8 |
Total of all active and inactive participants | 2018-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 34 |
Number of participants with account balances | 2018-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 25 |
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 | 6 |
Total of all active and inactive participants | 2017-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 31 |
Number of participants with account balances | 2017-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
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 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 22 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 3 |
Total of all active and inactive participants | 2013-12-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 26 |
Number of participants with account balances | 2013-12-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
2012: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 22 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 2 |
Total of all active and inactive participants | 2012-12-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
Total participants | 2012-12-01 | 24 |
Number of participants with account balances | 2012-12-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
2011: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 22 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 2 |
Total of all active and inactive participants | 2011-12-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
Total participants | 2011-12-01 | 24 |
Number of participants with account balances | 2011-12-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 1 |
2010: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-12-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 23 |
Number of retired or separated participants receiving benefits | 2010-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 4 |
Total of all active and inactive participants | 2010-12-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 0 |
Total participants | 2010-12-01 | 27 |
Number of participants with account balances | 2010-12-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 2 |
2009: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 25 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 1 |
Total of all active and inactive participants | 2009-12-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
Total participants | 2009-12-01 | 26 |
Number of participants with account balances | 2009-12-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
Measure | Date | Value |
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2023 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
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 | $1,676,709 |
Expenses. Total of all expenses incurred | 2023-12-31 | $33,065 |
Benefits paid (including direct rollovers) | 2023-12-31 | $29,019 |
Total plan assets at end of year | 2023-12-31 | $10,509,603 |
Total plan assets at beginning of year | 2023-12-31 | $8,865,959 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $185,616 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,326,213 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,643,644 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $10,509,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,865,959 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $164,880 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,046 |
2022 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
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 | $-1,348,996 |
Expenses. Total of all expenses incurred | 2022-12-31 | $310,811 |
Benefits paid (including direct rollovers) | 2022-12-31 | $309,504 |
Total plan assets at end of year | 2022-12-31 | $8,865,959 |
Total plan assets at beginning of year | 2022-12-31 | $10,525,766 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $180,205 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,652,466 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,659,807 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,865,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,525,766 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $123,265 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,307 |
2021 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,354,571 |
Expenses. Total of all expenses incurred | 2021-12-31 | $237,485 |
Benefits paid (including direct rollovers) | 2021-12-31 | $236,393 |
Total plan assets at end of year | 2021-12-31 | $10,525,766 |
Total plan assets at beginning of year | 2021-12-31 | $9,408,680 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $172,913 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $998,997 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,117,086 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,525,766 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,408,680 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $182,661 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,092 |
2020 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
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 | $1,429,442 |
Expenses. Total of all expenses incurred | 2020-12-31 | $37,496 |
Benefits paid (including direct rollovers) | 2020-12-31 | $37,346 |
Total plan assets at end of year | 2020-12-31 | $9,408,680 |
Total plan assets at beginning of year | 2020-12-31 | $8,016,734 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $171,422 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,127,111 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,391,946 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,408,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,016,734 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $130,909 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $150 |
2019 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
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 | $1,649,997 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,737 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $8,016,734 |
Total plan assets at beginning of year | 2019-12-31 | $6,368,474 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $170,570 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,328,904 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,648,260 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,016,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,368,474 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $150,523 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,737 |
2018 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $12 |
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 | $-215 |
Expenses. Total of all expenses incurred | 2018-12-31 | $96,171 |
Benefits paid (including direct rollovers) | 2018-12-31 | $92,305 |
Total plan assets at end of year | 2018-12-31 | $6,368,474 |
Total plan assets at beginning of year | 2018-12-31 | $6,464,848 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $168,211 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-319,731 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-96,386 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,368,474 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,464,848 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $151,305 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $3,866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
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 | $931,407 |
Expenses. Total of all expenses incurred | 2017-12-31 | $260,622 |
Benefits paid (including direct rollovers) | 2017-12-31 | $233,933 |
Total plan assets at end of year | 2017-12-31 | $6,464,848 |
Total plan assets at beginning of year | 2017-12-31 | $5,794,063 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $168,424 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $739,762 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $670,785 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,464,848 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,794,063 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $23,221 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $26,689 |
2016 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $467,339 |
Expenses. Total of all expenses incurred | 2016-12-31 | $326,872 |
Benefits paid (including direct rollovers) | 2016-12-31 | $278,358 |
Total plan assets at end of year | 2016-12-31 | $5,794,063 |
Total plan assets at beginning of year | 2016-12-31 | $5,653,596 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $155,561 |
Other income received | 2016-12-31 | $165,549 |
Net income (gross income less expenses) | 2016-12-31 | $140,467 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,794,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,653,596 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $308 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $146,229 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $48,514 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $174,893 |
Expenses. Total of all expenses incurred | 2015-12-31 | $74,029 |
Benefits paid (including direct rollovers) | 2015-12-31 | $19,287 |
Total plan assets at end of year | 2015-12-31 | $5,653,596 |
Total plan assets at beginning of year | 2015-12-31 | $5,552,732 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $145,639 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $20,466 |
Other income received | 2015-12-31 | $-99,838 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $100,864 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,653,596 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,552,732 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $7,002 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $108,626 |
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 | $54,742 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
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 | $310,839 |
Expenses. Total of all expenses incurred | 2014-12-31 | $100,302 |
Benefits paid (including direct rollovers) | 2014-12-31 | $48,773 |
Total plan assets at end of year | 2014-12-31 | $5,547,964 |
Total plan assets at beginning of year | 2014-12-31 | $5,337,427 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $130,006 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $81,414 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $210,537 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,547,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,337,427 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $25,080 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $99,419 |
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 | $51,529 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
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 | $67,845 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,095 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $5,337,427 |
Total plan assets at beginning of year | 2013-12-31 | $5,273,677 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $7,196 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $58,454 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $63,750 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,337,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,273,677 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $30,499 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $2,195 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,095 |
Transfers to/from the plan | 2013-11-30 | $0 |
Total plan liabilities at end of year | 2013-11-30 | $0 |
Total plan liabilities at beginning of year | 2013-11-30 | $0 |
Total income from all sources | 2013-11-30 | $1,206,156 |
Expenses. Total of all expenses incurred | 2013-11-30 | $57,140 |
Benefits paid (including direct rollovers) | 2013-11-30 | $13,141 |
Total plan assets at end of year | 2013-11-30 | $5,273,677 |
Total plan assets at beginning of year | 2013-11-30 | $4,124,661 |
Value of fidelity bond covering the plan | 2013-11-30 | $500,000 |
Total contributions received or receivable from participants | 2013-11-30 | $108,300 |
Expenses. Other expenses not covered elsewhere | 2013-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-11-30 | $0 |
Other income received | 2013-11-30 | $1,002,376 |
Noncash contributions received | 2013-11-30 | $0 |
Net income (gross income less expenses) | 2013-11-30 | $1,149,016 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $5,273,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $4,124,661 |
Assets. Value of assets in partnership/joint-venture interests | 2013-11-30 | $31,355 |
Total contributions received or receivable from employer(s) | 2013-11-30 | $95,480 |
Value of certain deemed distributions of participant loans | 2013-11-30 | $0 |
Value of corrective distributions | 2013-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $43,999 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
2012 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 401k financial data |
---|
Transfers to/from the plan | 2012-11-30 | $0 |
Total plan liabilities at end of year | 2012-11-30 | $0 |
Total plan liabilities at beginning of year | 2012-11-30 | $0 |
Total income from all sources | 2012-11-30 | $731,327 |
Expenses. Total of all expenses incurred | 2012-11-30 | $65,226 |
Benefits paid (including direct rollovers) | 2012-11-30 | $29,929 |
Total plan assets at end of year | 2012-11-30 | $4,124,661 |
Total plan assets at beginning of year | 2012-11-30 | $3,458,560 |
Value of fidelity bond covering the plan | 2012-11-30 | $500,000 |
Total contributions received or receivable from participants | 2012-11-30 | $104,877 |
Expenses. Other expenses not covered elsewhere | 2012-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-11-30 | $0 |
Other income received | 2012-11-30 | $531,926 |
Noncash contributions received | 2012-11-30 | $0 |
Net income (gross income less expenses) | 2012-11-30 | $666,101 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $4,124,661 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $3,458,560 |
Assets. Value of assets in partnership/joint-venture interests | 2012-11-30 | $30,942 |
Total contributions received or receivable from employer(s) | 2012-11-30 | $94,524 |
Value of certain deemed distributions of participant loans | 2012-11-30 | $0 |
Value of corrective distributions | 2012-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $35,297 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
2011 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-11-30 | $0 |
Total plan liabilities at end of year | 2011-11-30 | $0 |
Total plan liabilities at beginning of year | 2011-11-30 | $0 |
Total income from all sources | 2011-11-30 | $392,111 |
Expenses. Total of all expenses incurred | 2011-11-30 | $41,028 |
Benefits paid (including direct rollovers) | 2011-11-30 | $9,437 |
Total plan assets at end of year | 2011-11-30 | $3,458,560 |
Total plan assets at beginning of year | 2011-11-30 | $3,107,477 |
Value of fidelity bond covering the plan | 2011-11-30 | $500,000 |
Total contributions received or receivable from participants | 2011-11-30 | $100,031 |
Expenses. Other expenses not covered elsewhere | 2011-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2011-11-30 | $0 |
Other income received | 2011-11-30 | $197,323 |
Noncash contributions received | 2011-11-30 | $0 |
Net income (gross income less expenses) | 2011-11-30 | $351,083 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $3,458,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $3,107,477 |
Assets. Value of assets in partnership/joint-venture interests | 2011-11-30 | $30,447 |
Total contributions received or receivable from employer(s) | 2011-11-30 | $94,757 |
Value of certain deemed distributions of participant loans | 2011-11-30 | $0 |
Value of corrective distributions | 2011-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $31,591 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
2010 : DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
2023: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | 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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2019 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2018 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses |
---|
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: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses |
---|
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-12-01 | Plan is a collectively bargained plan | No |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 form 5500 responses |
---|
2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | No |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 form 5500 responses |
---|
2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | No |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2010: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses |
---|
2010-12-01 | Type of plan entity | Single employer plan |
2010-12-01 | Submission has been amended | No |
2010-12-01 | This submission is the final filing | No |
2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-12-01 | Plan is a collectively bargained plan | No |
2010-12-01 | Plan funding arrangement – Trust | Yes |
2010-12-01 | Plan benefit arrangement - Trust | Yes |
2009: DRS. HAMILTON & WILSON, D.D.S., P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses |
---|
2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | No |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |