401k Plan data: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN plan

BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	BRIAN D HALL DDS PA RETIREMENT INCOME PLAN
Plan identification number	001

BRIAN D HALL DDS PA RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

BRIAN D. HALL D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: BRIAN D. HALL D.D.S., P.A.

Employer identification number (EIN): 710902611

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN D HALL DDS PA RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 BRIAN HALL 2018-07-03
001 2016-01-01 BRIAN D. HALL, DDS 2017-10-11
001 2015-01-01 BRIAN HALL
001 2014-01-01 BRIAN HALL
001 2013-01-01 BRIAN HALL
001 2012-01-01 BRIAN HALL
001 2011-01-01 BRIAN HALL
001 2009-01-01 BRIAN D HALL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	BRIAN HALL	2018-07-03
001	2016-01-01	BRIAN D. HALL, DDS	2017-10-11
001	2015-01-01	BRIAN HALL
001	2014-01-01	BRIAN HALL
001	2013-01-01	BRIAN HALL
001	2012-01-01	BRIAN HALL
001	2011-01-01	BRIAN HALL
001	2009-01-01	BRIAN D HALL

Plan Statistics for BRIAN D HALL DDS PA RETIREMENT INCOME PLAN

401k plan membership statisitcs for BRIAN D HALL DDS PA RETIREMENT INCOME PLAN

Measure Date Value
2015: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2015: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on BRIAN D HALL DDS PA RETIREMENT INCOME PLAN

Measure	Date	Value
2015 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$5,794
Expenses. Total of all expenses incurred	2015-12-31	$425
Total plan assets at end of year	2015-12-31	$122,819
Total plan assets at beginning of year	2015-12-31	$117,450
Value of fidelity bond covering the plan	2015-12-31	$10,000
Other income received	2015-12-31	$222
Net income (gross income less expenses)	2015-12-31	$5,369
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$122,819
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$117,450
Total contributions received or receivable from employer(s)	2015-12-31	$5,572
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$425
2014 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$36,601
Expenses. Total of all expenses incurred	2014-12-31	$285
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$117,450
Total plan assets at beginning of year	2014-12-31	$81,134
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$27,161
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	$3,350
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$36,316
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$117,450
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$81,134
Total contributions received or receivable from employer(s)	2014-12-31	$6,090
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	$285
2013 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 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	$45,277
Expenses. Total of all expenses incurred	2013-12-31	$1,010
Benefits paid (including direct rollovers)	2013-12-31	$1,010
Total plan assets at end of year	2013-12-31	$81,134
Total plan assets at beginning of year	2013-12-31	$36,867
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$35,000
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	$4,761
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$44,267
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$81,134
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$36,867
Total contributions received or receivable from employer(s)	2013-12-31	$5,516
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$4,539
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$36,867
Total plan assets at beginning of year	2012-12-31	$32,328
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$4,539
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$4,539
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$36,867
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$32,328
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-81
Expenses. Total of all expenses incurred	2011-12-31	$31
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$32,328
Total plan assets at beginning of year	2011-12-31	$32,440
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-81
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-112
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$32,328
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$32,440
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$31
2010 : BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,197
Expenses. Total of all expenses incurred	2010-12-31	$250
Total plan assets at end of year	2010-12-31	$32,440
Total plan assets at beginning of year	2010-12-31	$31,493
Value of fidelity bond covering the plan	2010-12-31	$10,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$250
Other income received	2010-12-31	$1,197
Net income (gross income less expenses)	2010-12-31	$947
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$32,440
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$31,493

Form 5500 Responses for BRIAN D HALL DDS PA RETIREMENT INCOME PLAN

2015: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 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: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 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: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2011 form 5500 responses
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: BRIAN D HALL DDS PA RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIAN D. HALL D.D.S., P.A.
Employer identification number (EIN):	710902611
NAIC Classification:	621210
NAIC Description:	Offices of Dentists