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HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameHILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST
Plan identification number 001

HILL ORTHODONTICS, P.A. RETIREMENT PLAN & 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
  • 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.
  • 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

HILL ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:HILL ORTHODONTICS, P.A.
Employer identification number (EIN):562060843
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01BRETT J. HILL, D.D.S., M.S.
0012015-01-01BRETT J. HILL, D.D.S., M.S.
0012014-01-01BRETT J. HILL, D.D.S., M.S.
0012013-01-01BRETT J. HILL, D.D.S., M.S.
0012012-01-01BRETT J. HILL, D.D.S., M.S.
0012011-01-01BRETT J. HILL, D.D.S., M.S.
0012009-01-01BRETT J. HILL, D.D.S., M.S.
0012009-01-01BRETT J. HILL

Plan Statistics for HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2017: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2017 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$369,034
Expenses. Total of all expenses incurred2017-12-31$18,934
Benefits paid (including direct rollovers)2017-12-31$1,752
Total plan assets at end of year2017-12-31$2,862,160
Total plan assets at beginning of year2017-12-31$2,512,060
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$74,971
Other income received2017-12-31$233,255
Net income (gross income less expenses)2017-12-31$350,100
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,862,160
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,512,060
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$60,808
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,182
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$257,139
Expenses. Total of all expenses incurred2016-12-31$20,554
Total plan assets at end of year2016-12-31$2,512,060
Total plan assets at beginning of year2016-12-31$2,275,475
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$74,978
Other income received2016-12-31$121,122
Net income (gross income less expenses)2016-12-31$236,585
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,512,060
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,275,475
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,096
Total contributions received or receivable from employer(s)2016-12-31$61,039
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$35,408
Expenses. Total of all expenses incurred2015-12-31$23,467
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,275,475
Total plan assets at beginning of year2015-12-31$2,263,534
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$73,985
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-99,583
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$11,941
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,275,475
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,263,534
Assets. Value of assets in partnership/joint-venture interests2015-12-31$24,887
Total contributions received or receivable from employer(s)2015-12-31$61,006
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$23,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$194,663
Expenses. Total of all expenses incurred2014-12-31$101,980
Benefits paid (including direct rollovers)2014-12-31$80,689
Total plan assets at end of year2014-12-31$2,263,534
Total plan assets at beginning of year2014-12-31$2,170,851
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$72,231
Other income received2014-12-31$64,410
Net income (gross income less expenses)2014-12-31$92,683
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,263,534
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,170,851
Assets. Value of assets in partnership/joint-venture interests2014-12-31$89,131
Total contributions received or receivable from employer(s)2014-12-31$58,022
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$344,413
Expenses. Total of all expenses incurred2013-12-31$18,711
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,170,851
Total plan assets at beginning of year2013-12-31$1,845,149
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$65,923
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$221,431
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$325,702
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,170,851
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,845,149
Assets. Value of assets in partnership/joint-venture interests2013-12-31$108,390
Total contributions received or receivable from employer(s)2013-12-31$57,059
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,711
2012 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$288,971
Expenses. Total of all expenses incurred2012-12-31$28,042
Benefits paid (including direct rollovers)2012-12-31$12,428
Total plan assets at end of year2012-12-31$1,845,149
Total plan assets at beginning of year2012-12-31$1,584,220
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$61,909
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$169,305
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$260,929
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,845,149
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,584,220
Assets. Value of assets in partnership/joint-venture interests2012-12-31$111,432
Total contributions received or receivable from employer(s)2012-12-31$57,757
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,614
2011 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$123,546
Expenses. Total of all expenses incurred2011-12-31$13,959
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,584,220
Total plan assets at beginning of year2011-12-31$1,474,633
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$60,119
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$6,077
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$109,587
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,584,220
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,474,633
Assets. Value of assets in partnership/joint-venture interests2011-12-31$109,967
Total contributions received or receivable from employer(s)2011-12-31$57,350
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,959
2010 : HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$244,600
Expenses. Total of all expenses incurred2010-12-31$11,937
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,474,633
Total plan assets at beginning of year2010-12-31$1,241,970
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$60,214
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$127,048
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$232,663
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,474,633
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,241,970
Assets. Value of assets in partnership/joint-venture interests2010-12-31$108,206
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$2,434
Total contributions received or receivable from employer(s)2010-12-31$57,338
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,937

Form 5500 Responses for HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST

2017: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & 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 - TrustYes
2012: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & 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 - TrustYes
2011: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & 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 - TrustYes
2009: HILL ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 - TrustYes

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