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DAVID S. ANDERSON, M.D., INC. PENSION PLAN 401k Plan overview

Plan NameDAVID S. ANDERSON, M.D., INC. PENSION PLAN
Plan identification number 001

DAVID S. ANDERSON, M.D., INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

DAVID S. ANDERSON, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID S. ANDERSON, MD, INC.
Employer identification number (EIN):621047220
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. ANDERSON, M.D., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-06-01DAVID S. ANDERSON DAVID S. ANDERSON2016-06-23
0012014-07-01DAVID S. ANDERSON DAVID S. ANDERSON2016-03-22
0012013-07-01DAVID S. ANDERSON DAVID S. ANDERSON2015-01-19
0012012-07-01DAVID S. ANDERSON DAVID S. ANDERSON2014-03-31
0012011-07-01DAVID S. ANDERSON DAVID S. ANDERSON2012-07-25
0012009-07-01DAVID S. ANDERSON DAVID S. ANDERSON2011-02-17

Plan Statistics for DAVID S. ANDERSON, M.D., INC. PENSION PLAN

401k plan membership statisitcs for DAVID S. ANDERSON, M.D., INC. PENSION PLAN

Measure Date Value
2015: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-015
Total number of active participants reported on line 7a of the Form 55002015-06-010
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-010
Number of participants with account balances2015-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-015
Number of participants with account balances2014-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-015
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Number of participants with account balances2011-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015
Number of participants with account balances2009-07-015

Financial Data on DAVID S. ANDERSON, M.D., INC. PENSION PLAN

Measure Date Value
2016 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2016 401k financial data
Total income from all sources2016-05-31$-34,259
Expenses. Total of all expenses incurred2016-05-31$1,055,894
Benefits paid (including direct rollovers)2016-05-31$1,054,068
Total plan assets at end of year2016-05-31$0
Total plan assets at beginning of year2016-05-31$1,090,153
Value of fidelity bond covering the plan2016-05-31$500,000
Other income received2016-05-31$-34,259
Net income (gross income less expenses)2016-05-31$-1,090,153
Net plan assets at end of year (total assets less liabilities)2016-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$1,090,153
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$1,826
2015 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$-19,695
Total plan assets at end of year2015-06-30$1,090,153
Total plan assets at beginning of year2015-06-30$1,109,848
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$-19,695
Net income (gross income less expenses)2015-06-30$-19,695
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,090,153
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,109,848
Assets. Value of participant loans2015-06-30$0
2014 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$22,370
Total plan assets at end of year2014-06-30$1,109,848
Total plan assets at beginning of year2014-06-30$1,087,478
Value of fidelity bond covering the plan2014-06-30$500,000
Other income received2014-06-30$22,370
Net income (gross income less expenses)2014-06-30$22,370
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,109,848
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,087,478
Assets. Value of participant loans2014-06-30$34,469
2013 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$6,655
Total plan assets at end of year2013-06-30$1,087,478
Total plan assets at beginning of year2013-06-30$1,080,823
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$6,655
Net income (gross income less expenses)2013-06-30$6,655
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,087,478
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,080,823
2012 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$-19,693
Expenses. Total of all expenses incurred2012-06-30$82,778
Benefits paid (including direct rollovers)2012-06-30$80,000
Total plan assets at end of year2012-06-30$1,080,823
Total plan assets at beginning of year2012-06-30$1,183,294
Value of fidelity bond covering the plan2012-06-30$500,000
Other income received2012-06-30$-19,693
Net income (gross income less expenses)2012-06-30$-102,471
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,080,823
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,183,294
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$2,778
2011 : DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$75,046
Expenses. Total of all expenses incurred2011-06-30$2,700
Total plan assets at end of year2011-06-30$1,183,294
Total plan assets at beginning of year2011-06-30$1,110,948
Value of fidelity bond covering the plan2011-06-30$500,000
Other income received2011-06-30$75,046
Net income (gross income less expenses)2011-06-30$72,346
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,183,294
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,110,948
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,700

Form 5500 Responses for DAVID S. ANDERSON, M.D., INC. PENSION PLAN

2015: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01This submission is the final filingYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: DAVID S. ANDERSON, M.D., INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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