401k Plan data: JOHN F NELSON DDS 401K PROFIT SHARING PLAN plan

JOHN F NELSON DDS 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F NELSON DDS 401K PROFIT SHARING PLAN
Plan identification number	001

JOHN F NELSON DDS 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

JOHN F NELSON DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN F NELSON DDS

Employer identification number (EIN): 680211068

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F NELSON DDS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JOHN F. NELSON, D.D.S. JOHN F. NELSON, D.D.S. 2013-07-16
001 2011-01-01 PENSION FILERS 2012-07-03
001 2010-01-01 PENSION FILERS 2011-06-15

Plan Statistics for JOHN F NELSON DDS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F NELSON DDS 401K PROFIT SHARING PLAN

Measure Date Value
2017: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2016 401k membership
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 1
Number of retired or separated participants receiving benefits 2016-01-01 0
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 3
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: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2016 401k membership
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	1
Number of retired or separated participants receiving benefits	2016-01-01	0
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	3
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: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on JOHN F NELSON DDS 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-11-29	$0
Total plan liabilities at beginning of year	2017-11-29	$0
Total income from all sources	2017-11-29	$37,864
Expenses. Total of all expenses incurred	2017-11-29	$1,411,243
Benefits paid (including direct rollovers)	2017-11-29	$1,411,243
Total plan assets at end of year	2017-11-29	$0
Total plan assets at beginning of year	2017-11-29	$1,373,379
Value of fidelity bond covering the plan	2017-11-29	$660,000
Other income received	2017-11-29	$37,864
Net income (gross income less expenses)	2017-11-29	$-1,373,379
Net plan assets at end of year (total assets less liabilities)	2017-11-29	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-11-29	$1,373,379
Assets. Value of real-estate (other than employer real property)	2017-11-29	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-11-29	$0
2016 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$37,939
Expenses. Total of all expenses incurred	2016-12-31	$131,413
Benefits paid (including direct rollovers)	2016-12-31	$120,158
Total plan assets at end of year	2016-12-31	$1,373,379
Total plan assets at beginning of year	2016-12-31	$1,466,853
Value of fidelity bond covering the plan	2016-12-31	$660,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,450
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$37,939
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-93,474
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,373,379
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,466,853
Assets. Value of real-estate (other than employer real property)	2016-12-31	$660,000
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$129,104
Expenses. Total of all expenses incurred	2015-12-31	$57,290
Benefits paid (including direct rollovers)	2015-12-31	$27,408
Total plan assets at end of year	2015-12-31	$1,466,853
Total plan assets at beginning of year	2015-12-31	$1,395,039
Value of fidelity bond covering the plan	2015-12-31	$650,000
Total contributions received or receivable from participants	2015-12-31	$25,710
Expenses. Other expenses not covered elsewhere	2015-12-31	$21,531
Other income received	2015-12-31	$66,184
Net income (gross income less expenses)	2015-12-31	$71,814
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,466,853
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,395,039
Assets. Value of real-estate (other than employer real property)	2015-12-31	$650,000
Total contributions received or receivable from employer(s)	2015-12-31	$37,210
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$163,285
Expenses. Total of all expenses incurred	2014-12-31	$15,714
Total plan assets at end of year	2014-12-31	$1,395,039
Total plan assets at beginning of year	2014-12-31	$1,247,468
Value of fidelity bond covering the plan	2014-12-31	$465,000
Total contributions received or receivable from participants	2014-12-31	$26,220
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,638
Other income received	2014-12-31	$96,559
Net income (gross income less expenses)	2014-12-31	$147,571
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,395,039
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,247,468
Assets. Value of real-estate (other than employer real property)	2014-12-31	$465,000
Total contributions received or receivable from employer(s)	2014-12-31	$40,506
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,076
2013 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$193,089
Expenses. Total of all expenses incurred	2013-12-31	$39,694
Total plan assets at end of year	2013-12-31	$1,247,468
Total plan assets at beginning of year	2013-12-31	$1,094,073
Value of fidelity bond covering the plan	2013-12-31	$425,000
Total contributions received or receivable from participants	2013-12-31	$24,160
Expenses. Other expenses not covered elsewhere	2013-12-31	$32,468
Other income received	2013-12-31	$129,056
Net income (gross income less expenses)	2013-12-31	$153,395
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,247,468
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,094,073
Assets. Value of real-estate (other than employer real property)	2013-12-31	$422,000
Total contributions received or receivable from employer(s)	2013-12-31	$39,873
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,226
2012 : JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$151,539
Expenses. Total of all expenses incurred	2012-12-31	$56,435
Total plan assets at end of year	2012-12-31	$1,094,073
Total plan assets at beginning of year	2012-12-31	$998,969
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$23,540
Expenses. Other expenses not covered elsewhere	2012-12-31	$50,039
Other income received	2012-12-31	$88,889
Net income (gross income less expenses)	2012-12-31	$95,104
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,094,073
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$998,969
Assets. Value of real-estate (other than employer real property)	2012-12-31	$300,000
Total contributions received or receivable from employer(s)	2012-12-31	$39,110
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,396

Form 5500 Responses for JOHN F NELSON DDS 401K PROFIT SHARING PLAN

2017: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2015 form 5500 responses
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	No
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: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2014 form 5500 responses
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: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2013 form 5500 responses
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: JOHN F NELSON DDS 401K PROFIT SHARING PLAN 2012 form 5500 responses
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN F NELSON DDS
Employer identification number (EIN):	680211068
NAIC Classification:	621210
NAIC Description:	Offices of Dentists