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DAVID HUFHAM, DMD, PC 401(K) PLAN 401k Plan overview

Plan NameDAVID HUFHAM, DMD, PC 401(K) PLAN
Plan identification number 001

DAVID HUFHAM, DMD, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID HUFHAM, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID HUFHAM, DMD, PC
Employer identification number (EIN):631273237
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID HUFHAM, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DAVID C. HUFHAM
0012017-01-01DAVID C. HUFHAM
0012016-01-01DAVID C. HUFHAM
0012015-01-01DAVID C. HUFHAM
0012014-01-01DAVID C. HUFHAM
0012013-01-01DAVID C. HUFHAM
0012012-01-01DAVID C. HUFHAM2013-07-29
0012011-01-01DAVID C. HUFHAM2012-07-09
0012010-01-01DAVID C. HUFHAM2011-07-12

Plan Statistics for DAVID HUFHAM, DMD, PC 401(K) PLAN

401k plan membership statisitcs for DAVID HUFHAM, DMD, PC 401(K) PLAN

Measure Date Value
2023: DAVID HUFHAM, DMD, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-011
Total of all active and inactive participants2023-01-016
Total participants2023-01-016
Number of participants with account balances2023-01-016
2022: DAVID HUFHAM, DMD, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-015
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-015
2021: DAVID HUFHAM, DMD, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: DAVID HUFHAM, DMD, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: DAVID HUFHAM, DMD, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: DAVID HUFHAM, DMD, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: DAVID HUFHAM, DMD, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: DAVID HUFHAM, DMD, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
Number of participants with account balances2016-01-016
2015: DAVID HUFHAM, DMD, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: DAVID HUFHAM, DMD, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: DAVID HUFHAM, DMD, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016

Financial Data on DAVID HUFHAM, DMD, PC 401(K) PLAN

Measure Date Value
2023 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$335,600
Expenses. Total of all expenses incurred2023-12-31$10,354
Total plan assets at end of year2023-12-31$1,610,336
Total plan assets at beginning of year2023-12-31$1,285,090
Value of fidelity bond covering the plan2023-12-31$129,000
Total contributions received or receivable from participants2023-12-31$38,312
Other income received2023-12-31$236,500
Net income (gross income less expenses)2023-12-31$325,246
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,610,336
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,285,090
Total contributions received or receivable from employer(s)2023-12-31$60,788
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$10,354
2022 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-107,733
Expenses. Total of all expenses incurred2022-12-31$8,808
Total plan assets at end of year2022-12-31$1,285,090
Total plan assets at beginning of year2022-12-31$1,401,631
Value of fidelity bond covering the plan2022-12-31$141,000
Total contributions received or receivable from participants2022-12-31$52,872
Other income received2022-12-31$-193,475
Net income (gross income less expenses)2022-12-31$-116,541
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,285,090
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,401,631
Total contributions received or receivable from employer(s)2022-12-31$32,870
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,808
2021 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$270,551
Expenses. Total of all expenses incurred2021-12-31$7,378
Total plan assets at end of year2021-12-31$1,401,631
Total plan assets at beginning of year2021-12-31$1,138,458
Value of fidelity bond covering the plan2021-12-31$114,000
Total contributions received or receivable from participants2021-12-31$50,463
Other income received2021-12-31$188,897
Net income (gross income less expenses)2021-12-31$263,173
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,401,631
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,138,458
Total contributions received or receivable from employer(s)2021-12-31$31,191
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,378
2020 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$202,198
Expenses. Total of all expenses incurred2020-12-31$7,636
Total plan assets at end of year2020-12-31$1,138,458
Total plan assets at beginning of year2020-12-31$943,896
Value of fidelity bond covering the plan2020-12-31$95,000
Total contributions received or receivable from participants2020-12-31$28,435
Other income received2020-12-31$126,996
Net income (gross income less expenses)2020-12-31$194,562
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,138,458
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$943,896
Total contributions received or receivable from employer(s)2020-12-31$46,767
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,636
2019 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$240,418
Expenses. Total of all expenses incurred2019-12-31$159,497
Benefits paid (including direct rollovers)2019-12-31$148,997
Total plan assets at end of year2019-12-31$943,896
Total plan assets at beginning of year2019-12-31$862,975
Value of fidelity bond covering the plan2019-12-31$92,000
Total contributions received or receivable from participants2019-12-31$25,927
Contributions received from other sources (not participants or employers)2019-12-31$-3,697
Other income received2019-12-31$177,431
Net income (gross income less expenses)2019-12-31$80,921
Net plan assets at end of year (total assets less liabilities)2019-12-31$943,896
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$862,975
Total contributions received or receivable from employer(s)2019-12-31$40,757
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,500
2018 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-10,063
Expenses. Total of all expenses incurred2018-12-31$39,809
Benefits paid (including direct rollovers)2018-12-31$28,210
Total plan assets at end of year2018-12-31$862,975
Total plan assets at beginning of year2018-12-31$912,847
Value of fidelity bond covering the plan2018-12-31$92,000
Total contributions received or receivable from participants2018-12-31$19,697
Other income received2018-12-31$-71,265
Net income (gross income less expenses)2018-12-31$-49,872
Net plan assets at end of year (total assets less liabilities)2018-12-31$862,975
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$912,847
Total contributions received or receivable from employer(s)2018-12-31$41,505
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,599
2017 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$191,447
Expenses. Total of all expenses incurred2017-12-31$9,410
Total plan assets at end of year2017-12-31$912,847
Total plan assets at beginning of year2017-12-31$730,810
Value of fidelity bond covering the plan2017-12-31$74,000
Total contributions received or receivable from participants2017-12-31$21,010
Other income received2017-12-31$123,947
Net income (gross income less expenses)2017-12-31$182,037
Net plan assets at end of year (total assets less liabilities)2017-12-31$912,847
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$730,810
Total contributions received or receivable from employer(s)2017-12-31$46,490
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,410
2016 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$287
Total income from all sources2016-12-31$109,088
Expenses. Total of all expenses incurred2016-12-31$7,673
Total plan assets at end of year2016-12-31$730,810
Total plan assets at beginning of year2016-12-31$629,682
Value of fidelity bond covering the plan2016-12-31$63,000
Total contributions received or receivable from participants2016-12-31$22,998
Other income received2016-12-31$38,343
Net income (gross income less expenses)2016-12-31$101,415
Net plan assets at end of year (total assets less liabilities)2016-12-31$730,810
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$629,395
Total contributions received or receivable from employer(s)2016-12-31$47,747
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,673
2015 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$287
Total income from all sources2015-12-31$64,037
Expenses. Total of all expenses incurred2015-12-31$6,608
Total plan assets at end of year2015-12-31$629,682
Total plan assets at beginning of year2015-12-31$571,966
Value of fidelity bond covering the plan2015-12-31$58,000
Total contributions received or receivable from participants2015-12-31$24,878
Other income received2015-12-31$-12,354
Net income (gross income less expenses)2015-12-31$57,429
Net plan assets at end of year (total assets less liabilities)2015-12-31$629,395
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$571,966
Total contributions received or receivable from employer(s)2015-12-31$51,513
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,608
2014 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$95,452
Expenses. Total of all expenses incurred2014-12-31$14,097
Benefits paid (including direct rollovers)2014-12-31$9,184
Total plan assets at end of year2014-12-31$571,966
Total plan assets at beginning of year2014-12-31$490,611
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$24,389
Other income received2014-12-31$23,491
Net income (gross income less expenses)2014-12-31$81,355
Net plan assets at end of year (total assets less liabilities)2014-12-31$571,966
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$490,611
Total contributions received or receivable from employer(s)2014-12-31$47,572
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,913
2013 : DAVID HUFHAM, DMD, PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$145,149
Expenses. Total of all expenses incurred2013-12-31$3,621
Total plan assets at end of year2013-12-31$490,611
Total plan assets at beginning of year2013-12-31$349,083
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$23,442
Other income received2013-12-31$72,385
Net income (gross income less expenses)2013-12-31$141,528
Net plan assets at end of year (total assets less liabilities)2013-12-31$490,611
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$349,083
Total contributions received or receivable from employer(s)2013-12-31$49,322
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,621

Form 5500 Responses for DAVID HUFHAM, DMD, PC 401(K) PLAN

2023: DAVID HUFHAM, DMD, PC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID HUFHAM, DMD, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID HUFHAM, DMD, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID HUFHAM, DMD, PC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID HUFHAM, DMD, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID HUFHAM, DMD, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID HUFHAM, DMD, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID HUFHAM, DMD, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID HUFHAM, DMD, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID HUFHAM, DMD, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID HUFHAM, DMD, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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