ROBERT W. BAUTER/WILLIAM HOLMES, DDS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2015: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
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 | 17 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 16 |
Total participants | 2013-01-01 | 16 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
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 | 18 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $98,774 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,271,551 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,266,051 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $3,172,777 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $23,860 |
Other income received | 2015-12-31 | $20,772 |
Net income (gross income less expenses) | 2015-12-31 | $-3,172,777 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,172,777 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $54,142 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $296,542 |
Expenses. Total of all expenses incurred | 2014-12-31 | $619,312 |
Benefits paid (including direct rollovers) | 2014-12-31 | $618,710 |
Total plan assets at end of year | 2014-12-31 | $3,172,777 |
Total plan assets at beginning of year | 2014-12-31 | $3,495,547 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $67,728 |
Other income received | 2014-12-31 | $195,878 |
Net income (gross income less expenses) | 2014-12-31 | $-322,770 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,172,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,495,547 |
Assets. Value of participant loans | 2014-12-31 | $44,243 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $32,936 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $602 |
2013 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $561,327 |
Expenses. Total of all expenses incurred | 2013-12-31 | $13,857 |
Benefits paid (including direct rollovers) | 2013-12-31 | $13,463 |
Total plan assets at end of year | 2013-12-31 | $3,495,547 |
Total plan assets at beginning of year | 2013-12-31 | $2,948,077 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $69,921 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Noncash contributions received | 2013-12-31 | $465,946 |
Net income (gross income less expenses) | 2013-12-31 | $547,470 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,495,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,948,077 |
Assets. Value of participant loans | 2013-12-31 | $56,304 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $25,460 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $394 |
2012 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $415,186 |
Expenses. Total of all expenses incurred | 2012-12-31 | $910 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $2,948,077 |
Total plan assets at beginning of year | 2012-12-31 | $2,533,801 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $63,257 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $910 |
Other income received | 2012-12-31 | $322,694 |
Net income (gross income less expenses) | 2012-12-31 | $414,276 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,948,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,533,801 |
Assets. Value of participant loans | 2012-12-31 | $63,245 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $29,235 |
2011 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $59,641 |
Expenses. Total of all expenses incurred | 2011-12-31 | $129,821 |
Benefits paid (including direct rollovers) | 2011-12-31 | $129,821 |
Total plan assets at end of year | 2011-12-31 | $2,533,801 |
Total plan assets at beginning of year | 2011-12-31 | $2,603,981 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $53,901 |
Other income received | 2011-12-31 | $-17,535 |
Net income (gross income less expenses) | 2011-12-31 | $-70,180 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,533,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,603,981 |
Assets. Value of participant loans | 2011-12-31 | $45,766 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,275 |
2010 : WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $338,484 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,753 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,299 |
Total plan assets at end of year | 2010-12-31 | $2,603,981 |
Total plan assets at beginning of year | 2010-12-31 | $2,268,250 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $70,880 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $236,110 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $335,731 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,603,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,268,250 |
Assets. Value of participant loans | 2010-12-31 | $51,110 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $31,494 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $454 |
2015: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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 | Yes |
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: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILLIAM HOLMES, DDS & DANIEL MANNIKKO DDS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |