401k Plan data: CARPENTIER HUME RETIREMENT PLAN plan

CARPENTIER HUME RETIREMENT PLAN 401k Plan overview

Plan Name	CARPENTIER HUME RETIREMENT PLAN
Plan identification number	001

CARPENTIER HUME RETIREMENT 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.
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

MICHAEL CARPENTIER, DDS, GRACE-MARY HUME, DDS, APC has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL CARPENTIER, DDS, GRACE-MARY HUME, DDS, APC

Employer identification number (EIN): 743076751

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARPENTIER HUME RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GRACE-MARY HUME 2023-12-13 GRACE-MARY HUME 2023-12-13
001 2022-01-01 GRACE-MARY HUME 2023-04-10 GRACE-MARY HUME 2023-04-10
001 2021-01-01 MICHAEL CARPENTIER 2022-02-06 MICHAEL CARPENTIER 2022-02-06
001 2020-01-01 GRACE-MAY HUME 2021-05-20 GRACE-MAY HUME 2021-05-20
001 2019-01-01 GRACE-MARY HUME 2020-02-25 GRACE-MARY HUME 2020-02-25
001 2018-01-01 GRACE-MARY HUME 2019-07-01
001 2017-01-01 GRACE-MARY HUME 2018-10-02
001 2016-01-01 GRACE-MARY HUME 2017-06-01
001 2015-01-01 GRACE-MARY HUME 2016-08-12
001 2014-01-01 GRACE-MARY HUME 2015-01-30
001 2013-01-01 GRACE-MARY HUME
001 2012-01-01 GRACE-MARY HUME
001 2011-01-01 GRACE-MARY HUME
001 2010-01-01 GRACE-MARY HUME
001 2009-01-01 GRACE-MARY HUME

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GRACE-MARY HUME	2023-12-13	GRACE-MARY HUME	2023-12-13
001	2022-01-01	GRACE-MARY HUME	2023-04-10	GRACE-MARY HUME	2023-04-10
001	2021-01-01	MICHAEL CARPENTIER	2022-02-06	MICHAEL CARPENTIER	2022-02-06
001	2020-01-01	GRACE-MAY HUME	2021-05-20	GRACE-MAY HUME	2021-05-20
001	2019-01-01	GRACE-MARY HUME	2020-02-25	GRACE-MARY HUME	2020-02-25
001	2018-01-01	GRACE-MARY HUME	2019-07-01
001	2017-01-01	GRACE-MARY HUME	2018-10-02
001	2016-01-01	GRACE-MARY HUME	2017-06-01
001	2015-01-01	GRACE-MARY HUME	2016-08-12
001	2014-01-01	GRACE-MARY HUME	2015-01-30
001	2013-01-01	GRACE-MARY HUME
001	2012-01-01	GRACE-MARY HUME
001	2011-01-01	GRACE-MARY HUME
001	2010-01-01	GRACE-MARY HUME
001	2009-01-01	GRACE-MARY HUME

Plan Statistics for CARPENTIER HUME RETIREMENT PLAN

401k plan membership statisitcs for CARPENTIER HUME RETIREMENT PLAN

Measure Date Value
2013: CARPENTIER HUME RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARPENTIER HUME RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 8
2011: CARPENTIER HUME RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
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 2
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CARPENTIER HUME RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CARPENTIER HUME RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2013: CARPENTIER HUME RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARPENTIER HUME RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	8
2011: CARPENTIER HUME RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
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	2
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CARPENTIER HUME RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CARPENTIER HUME RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on CARPENTIER HUME RETIREMENT PLAN

Measure	Date	Value
2013 : CARPENTIER HUME RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$278,550
Total plan assets at end of year	2013-12-31	$993,175
Total plan assets at beginning of year	2013-12-31	$714,625
Total contributions received or receivable from participants	2013-12-31	$50,978
Other income received	2013-12-31	$153,887
Net income (gross income less expenses)	2013-12-31	$278,550
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$993,175
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$714,625
Total contributions received or receivable from employer(s)	2013-12-31	$73,685
2012 : CARPENTIER HUME RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$195,543
Expenses. Total of all expenses incurred	2012-12-31	$7,177
Benefits paid (including direct rollovers)	2012-12-31	$7,177
Total plan assets at end of year	2012-12-31	$714,242
Total plan assets at beginning of year	2012-12-31	$525,876
Total contributions received or receivable from participants	2012-12-31	$49,660
Other income received	2012-12-31	$74,656
Net income (gross income less expenses)	2012-12-31	$188,366
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$714,242
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$525,876
Total contributions received or receivable from employer(s)	2012-12-31	$71,227
2011 : CARPENTIER HUME RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$118,355
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$525,876
Total plan assets at beginning of year	2011-12-31	$407,521
Total contributions received or receivable from participants	2011-12-31	$50,336
Other income received	2011-12-31	$-3,630
Net income (gross income less expenses)	2011-12-31	$118,355
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$525,876
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$407,521
Total contributions received or receivable from employer(s)	2011-12-31	$71,649
2010 : CARPENTIER HUME RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$146,849
Expenses. Total of all expenses incurred	2010-12-31	$26,700
Benefits paid (including direct rollovers)	2010-12-31	$26,700
Total plan assets at end of year	2010-12-31	$407,521
Total plan assets at beginning of year	2010-12-31	$287,372
Total contributions received or receivable from participants	2010-12-31	$47,202
Other income received	2010-12-31	$27,492
Net income (gross income less expenses)	2010-12-31	$120,149
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$407,521
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$287,372
Total contributions received or receivable from employer(s)	2010-12-31	$72,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CARPENTIER HUME RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARPENTIER HUME RETIREMENT PLAN

2013: CARPENTIER HUME RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARPENTIER HUME RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARPENTIER HUME RETIREMENT 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
2010: CARPENTIER HUME RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARPENTIER HUME RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL CARPENTIER, DDS, GRACE-MARY HUME, DDS, APC
Employer identification number (EIN):	743076751
NAIC Classification:	621210
NAIC Description:	Offices of Dentists