Logo

JASON R. NELSEN, DDS, PLLC 401(K) PLAN 401k Plan overview

Plan NameJASON R. NELSEN, DDS, PLLC 401(K) PLAN
Plan identification number 001

JASON R. NELSEN, DDS, PLLC 401(K) PLAN 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
  • 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.
  • 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

JASON R. NELSEN, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JASON R. NELSEN, DDS, PLLC
Employer identification number (EIN):203980519
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON R. NELSEN, DDS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON NELSEN2024-07-08
0012022-01-01JASON R. NELSEN, DDS2023-06-08
0012021-01-01JASON R. NELSEN, DDS2022-04-07
0012020-01-01JASON R. NELSEN, DDS2021-03-03
0012019-01-01JASON R. NELSEN, DDS2020-04-13
0012018-01-01JASON R. NELSEN, DDS2019-03-21
0012017-01-01JASON R. NELSEN, DDS2018-03-27
0012016-01-01JASON R. NELSEN2017-03-02
0012015-01-01JASON R. NELSEN2016-04-04
0012014-01-01JASON R. NELSEN2015-01-27
0012013-01-01JASON R. NELSEN
0012012-01-01JASON R. NELSEN
0012011-01-01JASON R. NELSON
0012010-01-01JASON R. NELSEN, DDS2011-07-12

Plan Statistics for JASON R. NELSEN, DDS, PLLC 401(K) PLAN

401k plan membership statisitcs for JASON R. NELSEN, DDS, PLLC 401(K) PLAN

Measure Date Value
2013: JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
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 participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018

Financial Data on JASON R. NELSEN, DDS, PLLC 401(K) PLAN

Measure Date Value
2013 : JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$156,382
Total plan assets at end of year2013-12-31$552,403
Total plan assets at beginning of year2013-12-31$396,021
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$35,860
Other income received2013-12-31$77,622
Net income (gross income less expenses)2013-12-31$156,382
Net plan assets at end of year (total assets less liabilities)2013-12-31$552,403
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$396,021
Total contributions received or receivable from employer(s)2013-12-31$42,900
2012 : JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$94,852
Total plan assets at end of year2012-12-31$396,021
Total plan assets at beginning of year2012-12-31$301,169
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$35,685
Other income received2012-12-31$40,903
Net income (gross income less expenses)2012-12-31$94,852
Net plan assets at end of year (total assets less liabilities)2012-12-31$396,021
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$301,169
Total contributions received or receivable from employer(s)2012-12-31$18,264
2011 : JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$65,145
Expenses. Total of all expenses incurred2011-12-31$50,814
Benefits paid (including direct rollovers)2011-12-31$50,814
Total plan assets at end of year2011-12-31$300,981
Total plan assets at beginning of year2011-12-31$286,650
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$30,042
Contributions received from other sources (not participants or employers)2011-12-31$32,616
Other income received2011-12-31$-4,180
Net income (gross income less expenses)2011-12-31$14,331
Net plan assets at end of year (total assets less liabilities)2011-12-31$300,981
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$286,650
Total contributions received or receivable from employer(s)2011-12-31$6,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for JASON R. NELSEN, DDS, PLLC 401(K) PLAN

2013: JASON R. NELSEN, DDS, PLLC 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
2012: JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JASON R. NELSEN, DDS, PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1