TERRY L CHRISTOPHERSON, OD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TERRY L CHRISTOPHERSON S E R P
Measure | Date | Value |
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2019: TERRY L CHRISTOPHERSON S E R P 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TERRY L CHRISTOPHERSON S E R P 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TERRY L CHRISTOPHERSON S E R P 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TERRY L CHRISTOPHERSON S E R P 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TERRY L CHRISTOPHERSON S E R P 2015 401k membership |
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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 | 1 |
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 | 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: TERRY L CHRISTOPHERSON S E R P 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
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: TERRY L CHRISTOPHERSON S E R P 2013 401k membership |
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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 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
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: TERRY L CHRISTOPHERSON S E R P 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
2011: TERRY L CHRISTOPHERSON S E R P 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
2010: TERRY L CHRISTOPHERSON S E R P 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 3 |
2009: TERRY L CHRISTOPHERSON S E R P 2009 401k membership |
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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 |
Measure | Date | Value |
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2019 : TERRY L CHRISTOPHERSON S E R P 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $0 |
Expenses. Total of all expenses incurred | 2019-12-31 | $281,030 |
Benefits paid (including direct rollovers) | 2019-12-31 | $281,030 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $281,030 |
Net income (gross income less expenses) | 2019-12-31 | $-281,030 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $281,030 |
2018 : TERRY L CHRISTOPHERSON S E R P 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-1,104 |
Expenses. Total of all expenses incurred | 2018-12-31 | $38,749 |
Benefits paid (including direct rollovers) | 2018-12-31 | $38,749 |
Total plan assets at end of year | 2018-12-31 | $281,030 |
Total plan assets at beginning of year | 2018-12-31 | $320,883 |
Other income received | 2018-12-31 | $-9,082 |
Net income (gross income less expenses) | 2018-12-31 | $-39,853 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $281,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $320,883 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $7,978 |
2017 : TERRY L CHRISTOPHERSON S E R P 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $11,018 |
Expenses. Total of all expenses incurred | 2017-12-31 | $157,973 |
Benefits paid (including direct rollovers) | 2017-12-31 | $157,973 |
Total plan assets at end of year | 2017-12-31 | $320,883 |
Total plan assets at beginning of year | 2017-12-31 | $467,838 |
Other income received | 2017-12-31 | $3,691 |
Net income (gross income less expenses) | 2017-12-31 | $-146,955 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $320,883 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $467,838 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $7,327 |
2016 : TERRY L CHRISTOPHERSON S E R P 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $15,223 |
Expenses. Total of all expenses incurred | 2016-12-31 | $70,000 |
Benefits paid (including direct rollovers) | 2016-12-31 | $70,000 |
Total plan assets at end of year | 2016-12-31 | $467,838 |
Total plan assets at beginning of year | 2016-12-31 | $522,615 |
Other income received | 2016-12-31 | $7,294 |
Net income (gross income less expenses) | 2016-12-31 | $-54,777 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $467,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $522,615 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $7,929 |
2015 : TERRY L CHRISTOPHERSON S E R P 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-7,370 |
Expenses. Total of all expenses incurred | 2015-12-31 | $50,035 |
Benefits paid (including direct rollovers) | 2015-12-31 | $50,000 |
Total plan assets at end of year | 2015-12-31 | $522,615 |
Total plan assets at beginning of year | 2015-12-31 | $580,020 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $35 |
Other income received | 2015-12-31 | $-14,074 |
Net income (gross income less expenses) | 2015-12-31 | $-57,405 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $522,615 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $580,020 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $6,704 |
2014 : TERRY L CHRISTOPHERSON S E R P 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $27,961 |
Expenses. Total of all expenses incurred | 2014-12-31 | $58,756 |
Benefits paid (including direct rollovers) | 2014-12-31 | $58,756 |
Total plan assets at end of year | 2014-12-31 | $580,020 |
Total plan assets at beginning of year | 2014-12-31 | $610,815 |
Other income received | 2014-12-31 | $18,761 |
Net income (gross income less expenses) | 2014-12-31 | $-30,795 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $580,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $610,815 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $9,200 |
2013 : TERRY L CHRISTOPHERSON S E R P 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $120,289 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,140 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,140 |
Total plan assets at end of year | 2013-12-31 | $610,815 |
Total plan assets at beginning of year | 2013-12-31 | $491,666 |
Other income received | 2013-12-31 | $112,940 |
Net income (gross income less expenses) | 2013-12-31 | $119,149 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $610,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $491,666 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $7,349 |
2012 : TERRY L CHRISTOPHERSON S E R P 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $61,318 |
Expenses. Total of all expenses incurred | 2012-12-31 | $285 |
Benefits paid (including direct rollovers) | 2012-12-31 | $285 |
Total plan assets at end of year | 2012-12-31 | $491,666 |
Total plan assets at beginning of year | 2012-12-31 | $430,633 |
Other income received | 2012-12-31 | $54,846 |
Net income (gross income less expenses) | 2012-12-31 | $61,033 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $491,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $430,633 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $6,472 |
2011 : TERRY L CHRISTOPHERSON S E R P 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $5,982 |
Total plan assets at end of year | 2011-12-31 | $430,633 |
Total plan assets at beginning of year | 2011-12-31 | $424,651 |
Other income received | 2011-12-31 | $-322 |
Net income (gross income less expenses) | 2011-12-31 | $5,982 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $430,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $424,651 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,304 |
2010 : TERRY L CHRISTOPHERSON S E R P 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $48,981 |
Total plan assets at end of year | 2010-12-31 | $424,651 |
Total plan assets at beginning of year | 2010-12-31 | $375,670 |
Other income received | 2010-12-31 | $41,614 |
Net income (gross income less expenses) | 2010-12-31 | $48,981 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $424,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $375,670 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $7,367 |
2019: TERRY L CHRISTOPHERSON S E R P 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TERRY L CHRISTOPHERSON S E R P 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TERRY L CHRISTOPHERSON S E R P 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TERRY L CHRISTOPHERSON S E R P 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TERRY L CHRISTOPHERSON S E R P 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TERRY L CHRISTOPHERSON S E R P 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TERRY L CHRISTOPHERSON S E R P 2013 form 5500 responses |
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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: TERRY L CHRISTOPHERSON S E R P 2012 form 5500 responses |
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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: TERRY L CHRISTOPHERSON S E R P 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: TERRY L CHRISTOPHERSON S E R P 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TERRY L CHRISTOPHERSON S E R P 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |