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NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameNORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST
Plan identification number 001

NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 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
  • 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

MICHAEL M. PERRY, D.M.D., M.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL M. PERRY, D.M.D., M.S., P.A.
Employer identification number (EIN):262718102
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012015-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012014-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012013-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012012-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012011-01-01MICHAEL M. PERRY, D.M.D., M.S.
0012009-01-01MICHAEL PERRY

Plan Statistics for NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST

401k plan membership statisitcs for NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2016: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
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 participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2016 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$103,288
Expenses. Total of all expenses incurred2016-12-31$71,487
Benefits paid (including direct rollovers)2016-12-31$59,939
Total plan assets at end of year2016-12-31$1,365,809
Total plan assets at beginning of year2016-12-31$1,334,008
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$61,828
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$29,256
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$31,801
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,365,809
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,334,008
Assets. Value of assets in partnership/joint-venture interests2016-12-31$194
Total contributions received or receivable from employer(s)2016-12-31$12,204
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,548
2015 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$105,096
Expenses. Total of all expenses incurred2015-12-31$27,444
Benefits paid (including direct rollovers)2015-12-31$15,656
Total plan assets at end of year2015-12-31$1,334,008
Total plan assets at beginning of year2015-12-31$1,256,356
Value of fidelity bond covering the plan2015-12-31$120,000
Total contributions received or receivable from participants2015-12-31$74,375
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,441
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$77,652
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,334,008
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,256,356
Assets. Value of assets in partnership/joint-venture interests2015-12-31$4,405
Total contributions received or receivable from employer(s)2015-12-31$53,162
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$134,904
Expenses. Total of all expenses incurred2014-12-31$11,607
Benefits paid (including direct rollovers)2014-12-31$999
Total plan assets at end of year2014-12-31$1,256,356
Total plan assets at beginning of year2014-12-31$1,133,059
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$71,194
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,933
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$123,297
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,256,356
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,133,059
Assets. Value of assets in partnership/joint-venture interests2014-12-31$15,777
Total contributions received or receivable from employer(s)2014-12-31$53,777
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,608
2013 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$362,844
Expenses. Total of all expenses incurred2013-12-31$8,501
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,133,059
Total plan assets at beginning of year2013-12-31$778,716
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$63,114
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$253,879
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$354,343
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,133,059
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$778,716
Assets. Value of assets in partnership/joint-venture interests2013-12-31$19,187
Total contributions received or receivable from employer(s)2013-12-31$45,851
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,501
2012 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$203,619
Expenses. Total of all expenses incurred2012-12-31$10,476
Benefits paid (including direct rollovers)2012-12-31$4,549
Total plan assets at end of year2012-12-31$778,716
Total plan assets at beginning of year2012-12-31$585,573
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$58,204
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,316
Other income received2012-12-31$100,472
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$193,143
Net plan assets at end of year (total assets less liabilities)2012-12-31$778,716
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$585,573
Assets. Value of assets in partnership/joint-venture interests2012-12-31$19,725
Total contributions received or receivable from employer(s)2012-12-31$42,627
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,927
2011 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$90,398
Expenses. Total of all expenses incurred2011-12-31$4,375
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$585,573
Total plan assets at beginning of year2011-12-31$499,549
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$56,149
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,750
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$86,023
Net plan assets at end of year (total assets less liabilities)2011-12-31$585,573
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$499,549
Assets. Value of assets in partnership/joint-venture interests2011-12-31$19,466
Total contributions received or receivable from employer(s)2011-12-31$39,999
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,375
2010 : NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$137,247
Expenses. Total of all expenses incurred2010-12-31$6,328
Benefits paid (including direct rollovers)2010-12-31$2,082
Total plan assets at end of year2010-12-31$499,549
Total plan assets at beginning of year2010-12-31$368,630
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$57,381
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$33,472
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$130,919
Net plan assets at end of year (total assets less liabilities)2010-12-31$499,549
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$368,630
Assets. Value of assets in partnership/joint-venture interests2010-12-31$19,154
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,690
Total contributions received or receivable from employer(s)2010-12-31$46,394
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,246

Form 5500 Responses for NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST

2016: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: NORTH MISSISSIPPI PERIODONTICS RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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